Crewe Advisors’s Ubiquiti UI Stock Holding History

Crewe Advisors’s Portfolio UI Stock Details UI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-1	Closed	-$140	–	1014
2023 Q4	$140	Buy	+1	New	+$122	﹤0.01%	394

Other funds holding UI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SIM

SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Crewe Advisors's UI Position: Q1 2024 in Review

Crewe Advisors sold out of Ubiquiti (UI) in Q1 2024, closing a stake of 1 share — an estimated $140 sold.

Crewe Advisors first reported a position in UI in Q4 2023 and held it in 1 quarter. The position peaked at $140 in Q4 2023. 148 funds tracked by Wall St. Rank hold UI as of Q1 2024.

Crewe Advisors reported no remaining Ubiquiti position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 1 Ubiquiti share in Q1 2024, an estimated $140.
Crewe Advisors first reported a position in Ubiquiti in Q4 2023 and held it in 1 quarter.
Crewe Advisors's Ubiquiti position peaked at $140 in Q4 2023.
148 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.