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Peterson Financial Group’s Ubiquiti UI Stock Holding History

Peterson Financial Group’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
2024
Q3 		$2.45K Buy
+11
New +$2.01K 0.01% 358

Other funds holding UI

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Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Peterson Financial Group's UI Position: Q3 2024 in Review

Peterson Financial Group opened a new position in Ubiquiti (UI) in Q3 2024: 11 shares worth $2.45K. The stake represents 0.01% of the portfolio and ranks #358 among its holdings.

207 funds tracked by Wall St. Rank hold UI as of Q3 2024.

  • Peterson Financial Group held 11 shares of Ubiquiti worth $2.45K as of Q3 2024.
  • Ubiquiti was a new Peterson Financial Group position in Q3 2024.
  • Ubiquiti made up 0.01% of Peterson Financial Group's portfolio in Q3 2024, its #358 holding.
  • 207 funds tracked by Wall St. Rank held Ubiquiti as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.