Appaloosa LP’s UBS Group UBS Stock Holding History

Appaloosa LP’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
2018 Q3	–	Sell	-6,828,480	Closed	-$106M	–	49
2018 Q2	$106M	Sell	6,828,480 -126,919	-2%	-$2.06M	1.2%	18
2018 Q1	$122M	Buy	+6,955,399	New	+$132M	1.26%	20

Other funds holding UBS

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Appaloosa LP's UBS Position: Q3 2018 in Review

Appaloosa LP sold out of UBS Group (UBS) in Q3 2018, closing a stake of 6,828,480 shares — an estimated $106M sold.

Appaloosa LP first reported a position in UBS in Q1 2018 and held it in 2 quarters. The position peaked at $122M in Q1 2018. 312 funds tracked by Wall St. Rank hold UBS as of Q3 2018.

Appaloosa LP reported no remaining UBS Group position as of Q3 2018 after selling out during the quarter.
Appaloosa LP sold 6,828,480 UBS Group shares in Q3 2018, an estimated $106M.
Appaloosa LP first reported a position in UBS Group in Q1 2018 and held it in 2 quarters.
Appaloosa LP's UBS Group position peaked at $122M in Q1 2018.
312 funds tracked by Wall St. Rank held UBS Group as of Q3 2018.

Based on Appaloosa LP's 13F filing for Q3 2018, filed 14 Nov 2018.