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Stephens Consulting’s Universal Electronics UEIC Stock Holding History

Stephens Consulting’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
2023
Q3 		– Sell
-600
Closed -$5.77K – 513
2023
Q2 		$5.77K Hold
600
– – ﹤0.01% 365
2023
Q1 		$6.08K Hold
600
– – ﹤0.01% 375
2022
Q4 		$12.5K Hold
600
– – 0.01% 274
2022
Q3 		$11.8K Hold
600
– – 0.01% 306
2022
Q2 		$15.3K Hold
600
– – 0.01% 272
2022
Q1 		$18.7K Hold
600
– – 0.02% 278
2021
Q4 		$24.4K Buy
+600
New +$24.8K 0.02% 276

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Vanguard Group
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William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

Stephens Consulting's UEIC Position: Q3 2023 in Review

Stephens Consulting sold out of Universal Electronics (UEIC) in Q3 2023, closing a stake of 600 shares — an estimated $5.77K sold.

Stephens Consulting first reported a position in UEIC in Q4 2021 and held it in 7 quarters. The position peaked at $24.4K in Q4 2021. 87 funds tracked by Wall St. Rank hold UEIC as of Q3 2023.

  • Stephens Consulting reported no remaining Universal Electronics position as of Q3 2023 after selling out during the quarter.
  • Stephens Consulting sold 600 Universal Electronics shares in Q3 2023, an estimated $5.77K.
  • Stephens Consulting first reported a position in Universal Electronics in Q4 2021 and held it in 7 quarters.
  • Stephens Consulting's Universal Electronics position peaked at $24.4K in Q4 2021.
  • 87 funds tracked by Wall St. Rank held Universal Electronics as of Q3 2023.

Based on Stephens Consulting's 13F filing for Q3 2023, filed 25 Oct 2023.