DA
UI icon

Denali Advisors’s Ubiquiti UI Stock Holding History

Denali 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
2025
Q4 		– Sell
-700
Closed -$462K – 350
2025
Q3 		$462K Buy
+700
New +$349K 0.05% 234
2024
Q1 		– Sell
-411
Closed -$57.4K – 504
2023
Q4 		$57.4K Sell
411
-595
-59% -$72.5K 0.02% 284
2023
Q3 		$146K Buy
1,006
+800
+388% +$134K 0.05% 246
2023
Q2 		$36.2K Buy
206
+103
+100% +$20.8K 0.01% 306
2023
Q1 		$28K Sell
103
-97
-49% -$26.8K 0.01% 271
2022
Q4 		$54.7K Buy
200
+100
+100% +$29.8K 0.02% 215
2022
Q3 		$29K Buy
+100
New +$29.5K 0.01% 261
2021
Q2 		– Sell
-1,800
Closed -$537K – 366
2021
Q1 		$537K Sell
1,800
-12,900
-88% -$4.06M 0.17% 143
2020
Q4 		$4.09M Sell
14,700
-100
-0.7% -$23K 0.7% 43
2020
Q3 		$2.47M Buy
14,800
+8,000
+118% +$1.41M 0.49% 70
2020
Q2 		$1.19M Sell
6,800
-4,600
-40% -$772K 0.23% 130
2020
Q1 		$1.61M Buy
11,400
+7,800
+217% +$1.19M 0.35% 75
2019
Q4 		$680K Sell
3,600
-20,200
-85% -$3.26M 0.1% 167
2019
Q3 		$2.81M Buy
23,800
+17,300
+266% +$2.09M 0.39% 68
2019
Q2 		$855K Hold
6,500
– – 0.13% 111
2019
Q1 		$973K Sell
6,500
-3,000
-32% -$379K 0.16% 86
2018
Q4 		$944K Sell
9,500
-14,700
-61% -$1.45M 0.16% 85
2018
Q3 		$2.39M Buy
+24,200
New +$2.14M 0.35% 63

Other funds holding UI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LWM
Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return