EIP
UI icon

Epoch Investment Partners’s Ubiquiti UI Stock Holding History

Epoch Investment Partners’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
Q3 		– Sell
-56,441
Closed -$23.2M – 291
2025
Q2 		$23.2M Sell
56,441
-4,488
-7% -$1.63M 0.12% 177
2025
Q1 		$18.9M Buy
+60,929
New +$21.5M 0.1% 185
2016
Q2 		– Sell
-539,318
Closed -$17.9M – 294
2016
Q1 		$17.9M Sell
539,318
-390,113
-42% -$12.1M 0.07% 165
2015
Q4 		$29.5M Sell
929,431
-278,034
-23% -$9.19M 0.12% 139
2015
Q3 		$40.9M Sell
1,207,465
-6,820
-0.6% -$228K 0.16% 112
2015
Q2 		$38.8M Buy
+1,214,285
New +$37.3M 0.14% 126

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
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LWM
Long Walk Management Greenwich, Connecticut $344M AUM 44.86% 1-Year Est. Return

Epoch Investment Partners's UI Position: Q3 2025 in Review

Epoch Investment Partners sold out of Ubiquiti (UI) in Q3 2025, closing a stake of 56,441 shares — an estimated $23.2M sold.

Epoch Investment Partners first reported a position in UI in Q2 2015 and held it in 6 quarters. The position peaked at $40.9M in Q3 2015. 366 funds tracked by Wall St. Rank hold UI as of Q3 2025.

  • Epoch Investment Partners reported no remaining Ubiquiti position as of Q3 2025 after selling out during the quarter.
  • Epoch Investment Partners sold 56,441 Ubiquiti shares in Q3 2025, an estimated $23.2M.
  • Epoch Investment Partners first reported a position in Ubiquiti in Q2 2015 and held it in 6 quarters.
  • Epoch Investment Partners's Ubiquiti position peaked at $40.9M in Q3 2015.
  • 366 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2025.

Based on Epoch Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.