Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
EP
Edgestream Partners’s
Ubiquiti
UI
Stock Holding History
Edgestream Partners’s Portfolio
UI Stock Details
UI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-1,687
Closed
-$934K
–
1119
2025
Q4
$934K
Buy
1,687
+74
+5%
+$46.8K
0.03%
710
2025
Q3
$1.07M
Sell
1,613
-7,645
-83%
-$3.82M
0.03%
621
2025
Q2
$3.81M
Sell
9,258
-5,770
-38%
-$2.1M
0.11%
363
2025
Q1
$4.66M
Buy
15,028
+4,770
+47%
+$1.69M
0.16%
245
2024
Q4
$3.4M
Buy
10,258
+5,204
+103%
+$1.57M
0.15%
277
2024
Q3
$1.12M
Buy
+5,054
New
+$923K
0.05%
546
2024
Q1
–
Sell
-3,018
Closed
-$421K
–
1023
2023
Q4
$421K
Sell
3,018
-3,079
-51%
-$375K
0.03%
651
2023
Q3
$886K
Buy
6,097
+1,232
+25%
+$207K
0.07%
437
2023
Q2
$855K
Buy
+4,865
New
+$982K
0.08%
393
Other funds holding UI
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Arrowstreet Capital
Boston, Massachusetts
$185B AUM
39.58%
1-Year Est. Return
SIM
SW Investment Management
Telluride, Colorado
$451M AUM
79.06%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Wealth Enhancement Advisory Services
Plymouth, Minnesota
$59.8B AUM
29.42%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$871B AUM
31.28%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close