Steward Partners Investment Advisory’s Universal Electronics UEIC Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-113	Closed	-$1.15K	–	3391
2023 Q1	$1.15K	Hold	113	–	–	﹤0.01%	3105
2022 Q4	$2.35K	Hold	113	–	–	﹤0.01%	2988
2022 Q3	$2K	Hold	113	–	–	﹤0.01%	3071
2022 Q2	$3K	Sell	113 -30	-21%	-$840	﹤0.01%	2954
2022 Q1	$4K	Hold	143	–	–	﹤0.01%	2983
2021 Q4	$6K	Hold	143	–	–	﹤0.01%	2787
2021 Q3	$7K	Hold	143	–	–	﹤0.01%	2727
2021 Q2	$7K	Hold	143	–	–	﹤0.01%	6386
2021 Q1	$7.86K	Hold	143	–	–	﹤0.01%	2877
2020 Q4	$8K	Buy	143 +30	+27%	+$1.39K	﹤0.01%	2391
2020 Q3	$4K	Hold	113	–	–	﹤0.01%	2454
2020 Q2	$5K	Hold	113	–	–	﹤0.01%	2292
2020 Q1	$4K	Hold	113	–	–	﹤0.01%	2164
2019 Q4	$5K	Hold	113	–	–	﹤0.01%	2257
2019 Q3	$5K	Hold	113	–	–	﹤0.01%	2261
2019 Q2	$4K	Buy	+113	New	+$4.52K	﹤0.01%	2301
2018 Q4	–	Sell	-113	Closed	-$4K	–	2077
2018 Q3	$4K	Hold	113	–	–	﹤0.01%	2229
2018 Q2	$4K	Hold	113	–	–	﹤0.01%	2080
2018 Q1	$5K	Hold	113	–	–	﹤0.01%	1812
2017 Q4	$5K	Buy	+113	New	+$6.26K	﹤0.01%	1527

Other funds holding UEIC

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LAM

Lapides Asset Management Greenwich, Connecticut $153M AUM 9.03% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Walleye Capital New York $24B AUM 37.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Steward Partners Investment Advisory's UEIC Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Universal Electronics (UEIC) in Q2 2023, closing a stake of 113 shares — an estimated $1.15K sold.

Steward Partners Investment Advisory first reported a position in UEIC in Q4 2017 and held it in 20 quarters. The position peaked at $8K in Q4 2020. 97 funds tracked by Wall St. Rank hold UEIC as of Q2 2023.

Steward Partners Investment Advisory reported no remaining Universal Electronics position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 113 Universal Electronics shares in Q2 2023, an estimated $1.15K.
Steward Partners Investment Advisory first reported a position in Universal Electronics in Q4 2017 and held it in 20 quarters.
Steward Partners Investment Advisory's Universal Electronics position peaked at $8K in Q4 2020.
97 funds tracked by Wall St. Rank held Universal Electronics as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.