SSA
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Sierra Summit Advisors’s Ubiquiti UI Stock Holding History

Sierra Summit Advisors’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
-1,655
Closed -$549K – 197
2024
Q4 		$549K Buy
+1,655
New +$498K 0.11% 110

Other funds holding UI

SIM
SW Investment Management Telluride, Colorado $352M AUM 41.32% 1-Year Est. Return
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

Sierra Summit Advisors's UI Position: Q1 2025 in Review

Sierra Summit Advisors sold out of Ubiquiti (UI) in Q1 2025, closing a stake of 1,655 shares — an estimated $549K sold.

Sierra Summit Advisors first reported a position in UI in Q4 2024 and held it in 1 quarter. The position peaked at $549K in Q4 2024. 283 funds tracked by Wall St. Rank hold UI as of Q1 2025.

  • Sierra Summit Advisors reported no remaining Ubiquiti position as of Q1 2025 after selling out during the quarter.
  • Sierra Summit Advisors sold 1,655 Ubiquiti shares in Q1 2025, an estimated $549K.
  • Sierra Summit Advisors first reported a position in Ubiquiti in Q4 2024 and held it in 1 quarter.
  • Sierra Summit Advisors's Ubiquiti position peaked at $549K in Q4 2024.
  • 283 funds tracked by Wall St. Rank held Ubiquiti as of Q1 2025.

Based on Sierra Summit Advisors's 13F filing for Q1 2025, filed 12 May 2025.