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Next Financial Group’s Universal Electronics UEIC Stock Holding History

Next Financial Group’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
2021
Q4 		$1K Hold
21
– – ﹤0.01% 2812
2021
Q3 		$1K Hold
21
– – ﹤0.01% 2689
2021
Q2 		$1K Hold
21
– – ﹤0.01% 2569
2021
Q1 		$1K Buy
+21
New +$1.21K ﹤0.01% 2469

Other funds holding UEIC

BlackRock
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 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

Next Financial Group's UEIC Position: Q4 2021 in Review

Next Financial Group held its Universal Electronics (UEIC) position steady in Q4 2021 at 21 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2812.

Next Financial Group first reported a position in UEIC in Q1 2021 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold UEIC as of Q4 2021.

  • Next Financial Group held 21 shares of Universal Electronics worth $1K as of Q4 2021.
  • Next Financial Group left its Universal Electronics share count unchanged in Q4 2021.
  • Universal Electronics made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2812 holding.
  • Next Financial Group first reported a position in Universal Electronics in Q1 2021 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held Universal Electronics as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.