IFP Advisors’s Universal Electronics UEIC Stock Holding History

IFP Advisors’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
2022 Q4	–	Sell	-20	Closed	-$1K	–	4849
2022 Q3	$1K	Buy	20 +1	+5%	+$24	﹤0.01%	4690
2022 Q2	$1K	Hold	19	–	–	﹤0.01%	4461
2022 Q1	$1K	Buy	+19	New	+$658	﹤0.01%	4459
2019 Q1	–	Sell	-17	Closed	–	–	3393
2018 Q4	$0	Hold	17	–	–	﹤0.01%	3864
2018 Q3	$1K	Hold	17	–	–	﹤0.01%	3729
2018 Q2	$1K	Hold	17	–	–	﹤0.01%	3778
2018 Q1	$1K	Hold	17	–	–	﹤0.01%	3671
2017 Q4	$1K	Hold	17	–	–	﹤0.01%	3722
2017 Q3	$1K	Hold	17	–	–	﹤0.01%	3956
2017 Q2	$1K	Hold	17	–	–	﹤0.01%	3949
2017 Q1	$1K	Hold	17	–	–	﹤0.01%	3863
2016 Q4	$1K	Hold	17	–	–	﹤0.01%	3846
2016 Q3	$1K	Buy	+17	New	+$1.28K	﹤0.01%	3776
2016 Q1	–	Sell	-49	Closed	-$3K	–	3395
2015 Q4	$3K	Buy	+49	New	+$2.38K	﹤0.01%	3225

Other funds holding UEIC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

LAM

Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

IFP Advisors's UEIC Position: Q4 2022 in Review

IFP Advisors sold out of Universal Electronics (UEIC) in Q4 2022, closing a stake of 20 shares — an estimated $1K sold.

IFP Advisors first reported a position in UEIC in Q4 2015 and held it in 14 quarters. The position peaked at $3K in Q4 2015. 112 funds tracked by Wall St. Rank hold UEIC as of Q4 2022.

IFP Advisors reported no remaining Universal Electronics position as of Q4 2022 after selling out during the quarter.
IFP Advisors sold 20 Universal Electronics shares in Q4 2022, an estimated $1K.
IFP Advisors first reported a position in Universal Electronics in Q4 2015 and held it in 14 quarters.
IFP Advisors's Universal Electronics position peaked at $3K in Q4 2015.
112 funds tracked by Wall St. Rank held Universal Electronics as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.