WEC
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Winslow Evans & Crocker’s Ubiquiti UI Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$5K Hold
19
– – ﹤0.01% 1108
2020
Q3 		$3K Hold
19
– – ﹤0.01% 972
2020
Q2 		$3K Buy
+19
New +$3.19K ﹤0.01% 996
2017
Q1 		– Sell
-8,476
Closed -$490K – 1281
2016
Q4 		$490K Buy
+8,476
New +$462K 0.15% 148

Other funds holding UI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
SIM
SW Investment Management Telluride, Colorado $451M AUM 79.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Winslow Evans & Crocker's UI Position: Q4 2020 in Review

Winslow Evans & Crocker held its Ubiquiti (UI) position steady in Q4 2020 at 19 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1108.

Winslow Evans & Crocker first reported a position in UI in Q4 2016 and has held it in 4 quarters since. The position peaked at $490K in Q4 2016. 218 funds tracked by Wall St. Rank hold UI as of Q4 2020.

  • Winslow Evans & Crocker held 19 shares of Ubiquiti worth $5K as of Q4 2020.
  • Winslow Evans & Crocker left its Ubiquiti share count unchanged in Q4 2020.
  • Ubiquiti made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #1108 holding.
  • Winslow Evans & Crocker first reported a position in Ubiquiti in Q4 2016 and has held it in 4 quarters since.
  • Winslow Evans & Crocker's Ubiquiti position peaked at $490K in Q4 2016.
  • 218 funds tracked by Wall St. Rank held Ubiquiti as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.