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Lindbrook Capital’s Ubiquiti UI Stock Holding History

Lindbrook Capital’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
2025
Q1 		$116K Buy
374
+159
+74% +$56.2K 0.01% 620
2024
Q4 		$71.4K Hold
215
– – 0.01% 669
2024
Q3 		$47.7K Sell
215
-2
-0.9% -$365 ﹤0.01% 845
2024
Q2 		$31.6K Buy
217
+36
+20% +$4.62K ﹤0.01% 993
2024
Q1 		$21K Buy
181
+27
+18% +$3.31K ﹤0.01% 1189
2023
Q4 		$21.5K Buy
154
+131
+570% +$16K ﹤0.01% 1140
2023
Q3 		$3.34K Buy
23
+13
+130% +$2.18K ﹤0.01% 1941
2023
Q2 		$1.76K Buy
10
+3
+43% +$605 ﹤0.01% 2200
2023
Q1 		$1.9K Hold
7
– – ﹤0.01% 2265
2022
Q4 		$1.92K Hold
7
– – ﹤0.01% 2245
2022
Q3 		$2K Hold
7
– – ﹤0.01% 2161
2022
Q2 		$2K Sell
7
-9
-56% -$2.4K ﹤0.01% 2069
2022
Q1 		$5K Buy
16
+9
+129% +$2.43K ﹤0.01% 1627
2021
Q4 		$2K Hold
7
– – ﹤0.01% 1834
2021
Q3 		$2K Hold
7
– – ﹤0.01% 1620
2021
Q2 		$2K Hold
7
– – ﹤0.01% 1654
2021
Q1 		$2K Hold
7
– – ﹤0.01% 1613
2020
Q4 		$2K Hold
7
– – ﹤0.01% 1519
2020
Q3 		$1K Hold
7
– – ﹤0.01% 1666
2020
Q2 		$1K Hold
7
– – ﹤0.01% 1642
2020
Q1 		$1K Buy
+7
New +$1.07K ﹤0.01% 1580

Other funds holding UI

SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's UI Position: Q1 2025 in Review

Lindbrook Capital increased its Ubiquiti (UI) stake by 74% in Q1 2025, buying an estimated $56.2K and bringing the position to 374 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #620.

Lindbrook Capital first reported a position in UI in Q1 2020 and has held it in 21 quarters since. 283 funds tracked by Wall St. Rank hold UI as of Q1 2025.

  • Lindbrook Capital held 374 shares of Ubiquiti worth $116K as of Q1 2025.
  • Lindbrook Capital bought 159 Ubiquiti shares in Q1 2025, an estimated $56.2K.
  • Ubiquiti made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #620 holding.
  • Lindbrook Capital first reported a position in Ubiquiti in Q1 2020 and has held it in 21 quarters since.
  • 283 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.