Gradient Investments
UI icon

Gradient Investments’s Ubiquiti UI Stock Holding History

Gradient Investments’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
2024
Q1 		– Sell
-3
Closed -$419 – 1802
2023
Q4 		$419 Hold
3
– – ﹤0.01% 1634
2023
Q3 		$436 Hold
3
– – ﹤0.01% 1574
2023
Q2 		$527 Buy
+3
New +$605 ﹤0.01% 1523
2023
Q1 		– Sell
-200
Closed -$54.7K – 1641
2022
Q4 		$54.7K Hold
200
– – ﹤0.01% 485
2022
Q3 		$59K Hold
200
– – ﹤0.01% 452
2022
Q2 		$50K Hold
200
– – ﹤0.01% 477
2022
Q1 		$58K Hold
200
– – ﹤0.01% 449
2021
Q4 		$61K Buy
+200
New +$60.9K ﹤0.01% 448

Other funds holding UI

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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Gradient Investments's UI Position: Q1 2024 in Review

Gradient Investments sold out of Ubiquiti (UI) in Q1 2024, closing a stake of 3 shares — an estimated $419 sold.

Gradient Investments first reported a position in UI in Q4 2021 and held it in 8 quarters. The position peaked at $61K in Q4 2021. 148 funds tracked by Wall St. Rank hold UI as of Q1 2024.

  • Gradient Investments reported no remaining Ubiquiti position as of Q1 2024 after selling out during the quarter.
  • Gradient Investments sold 3 Ubiquiti shares in Q1 2024, an estimated $419.
  • Gradient Investments first reported a position in Ubiquiti in Q4 2021 and held it in 8 quarters.
  • Gradient Investments's Ubiquiti position peaked at $61K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.