Sutton Wealth Advisors’s Universal Electronics UEIC Stock Holding History

Sutton Wealth Advisors’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 Q1	–	Sell	-431	Closed	-$8.97K	–	1524
2022 Q4	$8.97K	Buy	+431	New	+$8.94K	﹤0.01%	983
2022 Q3	–	Sell	-315	Closed	-$7.45K	–	1721
2022 Q2	$8.05K	Buy	315 +10	+3%	+$280	﹤0.01%	965
2022 Q1	$9.53K	Buy	305 +300	+6,000%	+$10.4K	﹤0.01%	944
2021 Q4	$204	Buy	+5	New	+$207	﹤0.01%	1642
2020 Q3	–	Sell	-202	Closed	-$9.46K	–	1252
2020 Q2	$9.46K	Hold	202	–	–	﹤0.01%	723
2020 Q1	$7.75K	Hold	202	–	–	﹤0.01%	725
2019 Q4	$10.6K	Hold	202	–	–	0.01%	807
2019 Q3	$10.3K	Hold	202	–	–	0.01%	781
2019 Q2	$8.29K	Buy	+202	New	+$8.08K	﹤0.01%	822
2019 Q1	–	Sell	-250	Closed	-$6.32K	–	1224
2018 Q4	$6.32K	Buy	+250	New	+$8.09K	﹤0.01%	843
2018 Q2	–	Sell	-283	Closed	-$14.7K	–	1161
2018 Q1	$14.7K	Buy	283 +142	+101%	+$6.91K	0.01%	681
2017 Q4	$6.66K	Hold	141	–	–	﹤0.01%	849
2017 Q3	$8.94K	Hold	141	–	–	0.01%	786
2017 Q2	$9.43K	Hold	141	–	–	0.01%	759
2017 Q1	$9.66K	Hold	141	–	–	0.01%	721
2016 Q4	$9.1K	Hold	141	–	–	0.01%	716
2016 Q3	$10.5K	Hold	141	–	–	0.01%	651
2016 Q2	$10.2K	Hold	141	–	–	0.01%	626
2016 Q1	$8.74K	Buy	+141	New	+$7.51K	0.01%	641

Other funds holding UEIC

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

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

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

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

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

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

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

LAM

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

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Sutton Wealth Advisors's UEIC Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Universal Electronics (UEIC) in Q1 2023, closing a stake of 431 shares — an estimated $8.97K sold.

Sutton Wealth Advisors first reported a position in UEIC in Q1 2016 and held it in 19 quarters. The position peaked at $14.7K in Q1 2018. 112 funds tracked by Wall St. Rank hold UEIC as of Q1 2023.

Sutton Wealth Advisors reported no remaining Universal Electronics position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 431 Universal Electronics shares in Q1 2023, an estimated $8.97K.
Sutton Wealth Advisors first reported a position in Universal Electronics in Q1 2016 and held it in 19 quarters.
Sutton Wealth Advisors's Universal Electronics position peaked at $14.7K in Q1 2018.
112 funds tracked by Wall St. Rank held Universal Electronics as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.