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Evermay Wealth Management’s Universal Electronics UEIC Stock Holding History

Evermay Wealth Management’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
Q1 		– Sell
-228
Closed -$4.75K – 583
2022
Q4 		$4.75K Buy
+228
New +$4.73K ﹤0.01% 460

Other funds holding UEIC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LAM
Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Evermay Wealth Management's UEIC Position: Q1 2023 in Review

Evermay Wealth Management sold out of Universal Electronics (UEIC) in Q1 2023, closing a stake of 228 shares — an estimated $4.75K sold.

Evermay Wealth Management first reported a position in UEIC in Q4 2022 and held it in 1 quarter. The position peaked at $4.75K in Q4 2022. 112 funds tracked by Wall St. Rank hold UEIC as of Q1 2023.

  • Evermay Wealth Management reported no remaining Universal Electronics position as of Q1 2023 after selling out during the quarter.
  • Evermay Wealth Management sold 228 Universal Electronics shares in Q1 2023, an estimated $4.75K.
  • Evermay Wealth Management first reported a position in Universal Electronics in Q4 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Universal Electronics position peaked at $4.75K in Q4 2022.
  • 112 funds tracked by Wall St. Rank held Universal Electronics as of Q1 2023.

Based on Evermay Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.