Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
MFG
Menard Financial Group’s
Ubiquiti
UI
Stock Holding History
Menard Financial Group’s Portfolio
UI Stock Details
UI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q2
–
Sell
-1,557
Closed
-$453K
–
126
2022
Q1
$453K
Buy
1,557
+63
+4%
+$17K
0.45%
73
2021
Q4
$458K
Sell
1,494
-75
-5%
-$22.8K
0.38%
79
2021
Q3
$469K
Buy
1,569
+157
+11%
+$48.5K
0.41%
69
2021
Q2
$441K
Buy
1,412
+328
+30%
+$96K
0.42%
68
2021
Q1
$323K
Sell
1,084
-427
-28%
-$134K
0.35%
89
2020
Q4
$421K
Sell
1,511
-16
-1%
-$3.68K
0.45%
61
2020
Q3
$254K
Buy
+1,527
New
+$269K
0.29%
109
Other funds holding UI
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
BlackRock
New York
$5.72T AUM
30.48%
1-Year Est. Return
ACA
Anchor Capital Advisors
Boston, Massachusetts
$3.51B AUM
16.99%
1-Year Est. Return
SIM
SW Investment Management
Telluride, Colorado
$451M AUM
79.06%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close