Institutional & Family Asset Management’s Universal Electronics UEIC Stock Holding History

Institutional & Family Asset 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	-19	Closed	-$395	–	759
2022 Q4	$395	Hold	19	–	–	﹤0.01%	678
2022 Q3	$0	Hold	19	–	–	﹤0.01%	780
2022 Q2	$0	Hold	19	–	–	﹤0.01%	795
2022 Q1	$1K	Buy	19 +15	+375%	+$519	﹤0.01%	738
2021 Q4	$0	Sell	4 -14	-78%	-$580	﹤0.01%	932
2021 Q3	$1K	Sell	18 -13	-42%	-$631	﹤0.01%	882
2021 Q2	$2K	Hold	31	–	–	﹤0.01%	847
2021 Q1	$2K	Sell	31 -18	-37%	-$1.04K	﹤0.01%	822
2020 Q4	$3K	Sell	49 -2	-4%	-$92	﹤0.01%	731
2020 Q3	$2K	Hold	51	–	–	﹤0.01%	738
2020 Q2	$2K	Sell	51 -15	-23%	-$631	﹤0.01%	721
2020 Q1	$3K	Hold	66	–	–	﹤0.01%	606
2019 Q4	$3K	Hold	66	–	–	﹤0.01%	684
2019 Q3	$3K	Sell	66 -3	-4%	-$133	﹤0.01%	647
2019 Q2	$3K	Hold	69	–	–	﹤0.01%	675
2019 Q1	$3K	Buy	69 +1	+1%	+$31	﹤0.01%	675
2018 Q4	$2K	Hold	68	–	–	﹤0.01%	717
2018 Q3	$3K	Hold	68	–	–	﹤0.01%	701
2018 Q2	$2K	Hold	68	–	–	﹤0.01%	746
2018 Q1	$4K	Buy	+68	New	+$3.31K	﹤0.01%	631

Other funds holding UEIC

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

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

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 New York $24B AUM 37.67% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Institutional & Family Asset Management's UEIC Position: Q1 2023 in Review

Institutional & Family Asset Management sold out of Universal Electronics (UEIC) in Q1 2023, closing a stake of 19 shares — an estimated $395 sold.

Institutional & Family Asset Management first reported a position in UEIC in Q1 2018 and held it in 20 quarters. The position peaked at $4K in Q1 2018. 112 funds tracked by Wall St. Rank hold UEIC as of Q1 2023.

Institutional & Family Asset Management reported no remaining Universal Electronics position as of Q1 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 19 Universal Electronics shares in Q1 2023, an estimated $395.
Institutional & Family Asset Management first reported a position in Universal Electronics in Q1 2018 and held it in 20 quarters.
Institutional & Family Asset Management's Universal Electronics position peaked at $4K in Q1 2018.
112 funds tracked by Wall St. Rank held Universal Electronics as of Q1 2023.

Based on Institutional & Family Asset Management's 13F filing for Q1 2023, filed 9 May 2023.