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Sowell Financial Services’s Universal Electronics UEIC Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-1,872
Closed -$110K – 2580
2021
Q1 		$110K Buy
+1,872
New +$108K ﹤0.01% 1329

Other funds holding UEIC

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BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's UEIC Position: Q2 2021 in Review

Sowell Financial Services sold out of Universal Electronics (UEIC) in Q2 2021, closing a stake of 1,872 shares — an estimated $110K sold.

Sowell Financial Services first reported a position in UEIC in Q1 2021 and held it in 1 quarter. The position peaked at $110K in Q1 2021. 135 funds tracked by Wall St. Rank hold UEIC as of Q2 2021.

  • Sowell Financial Services reported no remaining Universal Electronics position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,872 Universal Electronics shares in Q2 2021, an estimated $110K.
  • Sowell Financial Services first reported a position in Universal Electronics in Q1 2021 and held it in 1 quarter.
  • Sowell Financial Services's Universal Electronics position peaked at $110K in Q1 2021.
  • 135 funds tracked by Wall St. Rank held Universal Electronics as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.