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Anson Funds Management’s UBS Group UBS Stock Holding History

Anson Funds 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
2021
Q4 		– Sell
-100,000
Closed -$1.59M – 377
2021
Q3 		$1.59M Hold
100,000
– – 0.15% 157
2021
Q2 		$1.53M Buy
+100,000
New +$1.58M 0.15% 163

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Anson Funds Management's UBS Position: Q4 2021 in Review

Anson Funds Management sold out of UBS Group (UBS) in Q4 2021, closing a stake of 100,000 shares — an estimated $1.59M sold.

Anson Funds Management first reported a position in UBS in Q2 2021 and held it in 2 quarters. The position peaked at $1.59M in Q3 2021. 367 funds tracked by Wall St. Rank hold UBS as of Q4 2021.

  • Anson Funds Management reported no remaining UBS Group position as of Q4 2021 after selling out during the quarter.
  • Anson Funds Management sold 100,000 UBS Group shares in Q4 2021, an estimated $1.59M.
  • Anson Funds Management first reported a position in UBS Group in Q2 2021 and held it in 2 quarters.
  • Anson Funds Management's UBS Group position peaked at $1.59M in Q3 2021.
  • 367 funds tracked by Wall St. Rank held UBS Group as of Q4 2021.

Based on Anson Funds Management's 13F filing for Q4 2021, filed 14 Feb 2022.