Ellevest Inc’s Universal Electronics UEIC Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-178	Closed	-$1.8K	–	1546
2023 Q1	$1.8K	Buy	+178	New	+$3.1K	﹤0.01%	1467

Other funds holding UEIC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LAM

Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

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

Ellevest Inc's UEIC Position: Q2 2023 in Review

Ellevest Inc sold out of Universal Electronics (UEIC) in Q2 2023, closing a stake of 178 shares — an estimated $1.8K sold.

Ellevest Inc first reported a position in UEIC in Q1 2023 and held it in 1 quarter. The position peaked at $1.8K in Q1 2023. 97 funds tracked by Wall St. Rank hold UEIC as of Q2 2023.

Ellevest Inc reported no remaining Universal Electronics position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 178 Universal Electronics shares in Q2 2023, an estimated $1.8K.
Ellevest Inc first reported a position in Universal Electronics in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Universal Electronics position peaked at $1.8K in Q1 2023.
97 funds tracked by Wall St. Rank held Universal Electronics as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.