Migdal Insurance & Financial Holdings’s Ubiquiti UI Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q1	–	Sell	-479	Closed	-$91K	–	773
2019 Q4	$91K	Sell	479 -233	-33%	-$37.6K	﹤0.01%	566
2019 Q3	$84K	Buy	+712	New	+$86K	﹤0.01%	565
2018 Q1	–	Sell	-2,332	Closed	-$166K	–	772
2017 Q4	$166K	Sell	2,332 -684	-23%	-$43.8K	﹤0.01%	335
2017 Q3	$59K	Buy	3,016 +1,187	+65%	+$68.3K	﹤0.01%	403
2017 Q2	$95K	Sell	1,829 -2,037	-53%	-$101K	﹤0.01%	352
2017 Q1	$197K	Sell	3,866 -220	-5%	-$12K	﹤0.01%	318
2016 Q4	$235K	Buy	+4,086	New	+$223K	0.01%	263

Other funds holding UI

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

ACA

Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Migdal Insurance & Financial Holdings's UI Position: Q1 2020 in Review

Migdal Insurance & Financial Holdings sold out of Ubiquiti (UI) in Q1 2020, closing a stake of 479 shares — an estimated $91K sold.

Migdal Insurance & Financial Holdings first reported a position in UI in Q4 2016 and held it in 7 quarters. The position peaked at $235K in Q4 2016. 190 funds tracked by Wall St. Rank hold UI as of Q1 2020.

Migdal Insurance & Financial Holdings reported no remaining Ubiquiti position as of Q1 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 479 Ubiquiti shares in Q1 2020, an estimated $91K.
Migdal Insurance & Financial Holdings first reported a position in Ubiquiti in Q4 2016 and held it in 7 quarters.
Migdal Insurance & Financial Holdings's Ubiquiti position peaked at $235K in Q4 2016.
190 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q1 2020, filed 12 May 2020.