AT
UBS icon

Arden Trust’s UBS Group UBS Stock Holding History

Arden Trust’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
2020
Q3 		– Sell
-15,301
Closed -$177K – 323
2020
Q2 		$177K Buy
15,301
+6,066
+66% +$62.5K 0.03% 309
2020
Q1 		$86K Buy
+9,235
New +$106K 0.02% 411
2017
Q1 		– Sell
-42,964
Closed -$673K – 363
2016
Q4 		$673K Buy
42,964
+5,167
+14% +$77.8K 0.1% 191
2016
Q3 		$515K Sell
37,797
-18,988
-33% -$259K 0.08% 222
2016
Q2 		$736 Buy
56,785
+1,880
+3% +$28.7K 0.06% 306
2016
Q1 		$880K Buy
54,905
+3,270
+6% +$53.1K 0.07% 275
2015
Q4 		$1M Sell
51,635
-1,119
-2% -$21.8K 0.08% 241
2015
Q3 		$977K Sell
52,754
-750
-1% -$15.9K 0.08% 267
2015
Q2 		$1.13K Buy
53,504
+2,769
+5% +$57.8K 0.17% 156
2015
Q1 		$953 Buy
50,735
+11,757
+30% +$205K 0.14% 187
2014
Q4 		$664K Buy
+38,978
New +$668K 0.09% 199

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arden Trust's UBS Position: Q3 2020 in Review

Arden Trust sold out of UBS Group (UBS) in Q3 2020, closing a stake of 15,301 shares — an estimated $177K sold.

Arden Trust first reported a position in UBS in Q4 2014 and held it in 11 quarters. The position peaked at $1M in Q4 2015. 302 funds tracked by Wall St. Rank hold UBS as of Q3 2020.

  • Arden Trust reported no remaining UBS Group position as of Q3 2020 after selling out during the quarter.
  • Arden Trust sold 15,301 UBS Group shares in Q3 2020, an estimated $177K.
  • Arden Trust first reported a position in UBS Group in Q4 2014 and held it in 11 quarters.
  • Arden Trust's UBS Group position peaked at $1M in Q4 2015.
  • 302 funds tracked by Wall St. Rank held UBS Group as of Q3 2020.

Based on Arden Trust's 13F filing for Q3 2020, filed 15 Oct 2020.