EIM
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Essex Investment Management’s Ubiquiti UI Stock Holding History

Essex Investment Management’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
2019
Q2 		– Sell
-8
Closed -$1K – 511
2019
Q1 		$1K Sell
8
-11,250
-100% -$1.42M ﹤0.01% 476
2018
Q4 		$1.12M Buy
+11,258
New +$1.11M 0.18% 177

Other funds holding UI

ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Essex Investment Management's UI Position: Q2 2019 in Review

Essex Investment Management sold out of Ubiquiti (UI) in Q2 2019, closing a stake of 8 shares — an estimated $1K sold.

Essex Investment Management first reported a position in UI in Q4 2018 and held it in 2 quarters. The position peaked at $1.12M in Q4 2018. 227 funds tracked by Wall St. Rank hold UI as of Q2 2019.

  • Essex Investment Management reported no remaining Ubiquiti position as of Q2 2019 after selling out during the quarter.
  • Essex Investment Management sold 8 Ubiquiti shares in Q2 2019, an estimated $1K.
  • Essex Investment Management first reported a position in Ubiquiti in Q4 2018 and held it in 2 quarters.
  • Essex Investment Management's Ubiquiti position peaked at $1.12M in Q4 2018.
  • 227 funds tracked by Wall St. Rank held Ubiquiti as of Q2 2019.

Based on Essex Investment Management's 13F filing for Q2 2019, filed 15 Aug 2019.