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Covestor’s Universal Electronics UEIC Stock Holding History

Covestor’s Portfolio UEIC Stock Details UEIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-179
Closed -$2K – 2736
2023
Q2 		$2K Buy
179
+50
+39% +$463 ﹤0.01% 1876
2023
Q1 		$1K Sell
129
-34
-21% -$592 ﹤0.01% 1905
2022
Q4 		$3K Buy
163
+98
+151% +$2.03K ﹤0.01% 1726
2022
Q3 		$1K Sell
65
-42
-39% -$993 ﹤0.01% 1859
2022
Q2 		$3K Sell
107
-5
-4% -$140 ﹤0.01% 1561
2022
Q1 		$4K Buy
112
+18
+19% +$623 ﹤0.01% 1568
2021
Q4 		$4K Buy
+94
New +$3.89K 0.01% 1427

Other funds holding UEIC

Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Covestor's UEIC Position: Q3 2023 in Review

Covestor sold out of Universal Electronics (UEIC) in Q3 2023, closing a stake of 179 shares — an estimated $2K sold.

Covestor first reported a position in UEIC in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 87 funds tracked by Wall St. Rank hold UEIC as of Q3 2023.

  • Covestor reported no remaining Universal Electronics position as of Q3 2023 after selling out during the quarter.
  • Covestor sold 179 Universal Electronics shares in Q3 2023, an estimated $2K.
  • Covestor first reported a position in Universal Electronics in Q4 2021 and held it in 7 quarters.
  • Covestor's Universal Electronics position peaked at $4K in Q1 2022.
  • 87 funds tracked by Wall St. Rank held Universal Electronics as of Q3 2023.

Based on Covestor's 13F filing for Q3 2023, filed 13 Nov 2023.