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Anchor Investment Management’s UBS Group UBS Stock Holding History

Anchor Investment Management’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-580
Closed -$17.9K – 1066
2024
Q3 		$17.9K Hold
580
– – ﹤0.01% 715
2024
Q2 		$17.1K Sell
580
-311
-35% -$9.24K ﹤0.01% 680
2024
Q1 		$27.4K Hold
891
– – ﹤0.01% 625
2023
Q4 		$27.5K Sell
891
-309
-26% -$8.13K ﹤0.01% 608
2023
Q3 		$29.6K Sell
1,200
-355
-23% -$8.29K ﹤0.01% 596
2023
Q2 		$31.5K Buy
+1,555
New +$31.3K ﹤0.01% 582

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Anchor Investment Management's UBS Position: Q4 2024 in Review

Anchor Investment Management sold out of UBS Group (UBS) in Q4 2024, closing a stake of 580 shares — an estimated $17.9K sold.

Anchor Investment Management first reported a position in UBS in Q2 2023 and held it in 6 quarters. The position peaked at $31.5K in Q2 2023. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

  • Anchor Investment Management reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
  • Anchor Investment Management sold 580 UBS Group shares in Q4 2024, an estimated $17.9K.
  • Anchor Investment Management first reported a position in UBS Group in Q2 2023 and held it in 6 quarters.
  • Anchor Investment Management's UBS Group position peaked at $31.5K in Q2 2023.
  • 571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Anchor Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.