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Pinnacle Associates’s Ubiquiti UI Stock Holding History

Pinnacle Associates’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 		– Sell
-729
Closed -$242K – 864
2024
Q4 		$242K Buy
+729
New +$219K ﹤0.01% 769

Other funds holding UI

SIM
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 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 $39.3B AUM 27.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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 $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Associates's UI Position: Q1 2025 in Review

Pinnacle Associates sold out of Ubiquiti (UI) in Q1 2025, closing a stake of 729 shares — an estimated $242K sold.

Pinnacle Associates first reported a position in UI in Q4 2024 and held it in 1 quarter. The position peaked at $242K in Q4 2024. 283 funds tracked by Wall St. Rank hold UI as of Q1 2025.

  • Pinnacle Associates reported no remaining Ubiquiti position as of Q1 2025 after selling out during the quarter.
  • Pinnacle Associates sold 729 Ubiquiti shares in Q1 2025, an estimated $242K.
  • Pinnacle Associates first reported a position in Ubiquiti in Q4 2024 and held it in 1 quarter.
  • Pinnacle Associates's Ubiquiti position peaked at $242K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2025.

Based on Pinnacle Associates's 13F filing for Q1 2025, filed 6 May 2025.