Artemis Investment Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-268,532
| Closed | -$6.66M | – | 243 |
|
|
2023
Q3 | $6.66M | Sell |
268,532
-135,876
| -34% | -$3.37M | 0.09% | 148 |
|
|
2023
Q2 | $8.17M | Sell |
404,408
-8,989
| -2% | -$182K | 0.1% | 147 |
|
|
2023
Q1 | $8.71M | Buy |
+413,397
| New | +$8.71M | 0.11% | 151 |
|
|
2022
Q3 | – | Sell |
-988,665
| Closed | -$15.9M | – | 275 |
|
|
2022
Q2 | $15.9M | Sell |
988,665
-224,493
| -19% | -$3.62M | 0.16% | 133 |
|
|
2022
Q1 | $23.9M | Buy |
1,213,158
+98,161
| +9% | +$1.93M | 0.19% | 137 |
|
|
2021
Q4 | $20.1M | Sell |
1,114,997
-22,574
| -2% | -$406K | 0.15% | 153 |
|
|
2021
Q3 | $18.3M | Buy |
1,137,571
+143,813
| +14% | +$2.31M | 0.14% | 158 |
|
|
2021
Q2 | $15.2M | Sell |
993,758
-194,086
| -16% | -$2.98M | 0.13% | 169 |
|
|
2021
Q1 | $18.5M | Buy |
1,187,844
+329,850
| +38% | +$5.13M | 0.18% | 149 |
|
|
2020
Q4 | $12.1M | Buy |
857,994
+75,675
| +10% | +$1.07M | 0.13% | 182 |
|
|
2020
Q3 | $8.76M | Buy |
782,319
+482,319
| +161% | +$5.4M | 0.11% | 186 |
|
|
2020
Q2 | $3.46M | Buy |
+300,000
| New | +$3.46M | 0.05% | 226 |
|