EWM
UI icon

Evermay Wealth Management’s Ubiquiti UI Stock Holding History

Evermay Wealth 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
2022
Q4 		– Sell
-75
Closed -$22K – 595
2022
Q3 		$22K Sell
75
-83
-53% -$24.5K ﹤0.01% 347
2022
Q2 		$39K Hold
158
– – 0.01% 296
2022
Q1 		$46K Hold
158
– – 0.01% 305
2021
Q4 		$48K Sell
158
-21
-12% -$6.39K 0.01% 284
2021
Q3 		$53K Buy
+179
New +$55.3K 0.01% 257

Other funds holding UI

Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evermay Wealth Management's UI Position: Q4 2022 in Review

Evermay Wealth Management sold out of Ubiquiti (UI) in Q4 2022, closing a stake of 75 shares — an estimated $22K sold.

Evermay Wealth Management first reported a position in UI in Q3 2021 and held it in 5 quarters. The position peaked at $53K in Q3 2021. 207 funds tracked by Wall St. Rank hold UI as of Q4 2022.

  • Evermay Wealth Management reported no remaining Ubiquiti position as of Q4 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 75 Ubiquiti shares in Q4 2022, an estimated $22K.
  • Evermay Wealth Management first reported a position in Ubiquiti in Q3 2021 and held it in 5 quarters.
  • Evermay Wealth Management's Ubiquiti position peaked at $53K in Q3 2021.
  • 207 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2022.

Based on Evermay Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.