Y-Intercept (HK)’s Ubiquiti UI Stock Holding History

Y-Intercept (HK)’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
2026 Q2	$1.57M	Buy	+2,931	New	+$2.21M	0.03%	836
2025 Q2	–	Sell	-1,855	Closed	-$575K	–	2031
2025 Q1	$575K	Buy	+1,855	New	+$656K	0.04%	639
2023 Q2	–	Sell	-1,572	Closed	-$427K	–	1735
2023 Q1	$427K	Buy	+1,572	New	+$435K	0.05%	612
2022 Q2	–	Sell	-1,922	Closed	-$560K	–	1202
2022 Q1	$560K	Buy	+1,922	New	+$519K	0.13%	224

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Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Intrinsic Value Partners Phoenix, Arizona $146M AUM 37.26% 1-Year Est. Return

Atlas Brown Louisville, Kentucky $372M AUM 36.11% 1-Year Est. Return

Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return