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Artemis Investment Management’s UBS Group UBS Stock Holding History

Artemis 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
2023
Q4 		– Sell
-268,532
Closed -$6.66M – 245
2023
Q3 		$6.66M Sell
268,532
-135,876
-34% -$3.17M 0.09% 149
2023
Q2 		$8.17M Sell
404,408
-8,989
-2% -$181K 0.1% 150
2023
Q1 		$8.71M Buy
+413,397
New +$8.62M 0.11% 153
2022
Q3 		– Sell
-988,665
Closed -$15.9M – 277
2022
Q2 		$15.9M Sell
988,665
-224,493
-19% -$3.94M 0.16% 133
2022
Q1 		$23.9M Buy
1,213,158
+98,161
+9% +$1.86M 0.19% 141
2021
Q4 		$20.1M Sell
1,114,997
-22,574
-2% -$397K 0.15% 153
2021
Q3 		$18.3M Buy
1,137,571
+143,813
+14% +$2.33M 0.14% 158
2021
Q2 		$15.2M Sell
993,758
-194,086
-16% -$3.07M 0.13% 169
2021
Q1 		$18.5M Buy
1,187,844
+329,850
+38% +$5.07M 0.18% 149
2020
Q4 		$12.1M Buy
857,994
+75,675
+10% +$1M 0.13% 184
2020
Q3 		$8.76M Buy
782,319
+482,319
+161% +$5.78M 0.11% 186
2020
Q2 		$3.46M Buy
+300,000
New +$3.09M 0.05% 226

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Artemis Investment Management's UBS Position: Q4 2023 in Review

Artemis Investment Management sold out of UBS Group (UBS) in Q4 2023, closing a stake of 268,532 shares — an estimated $6.66M sold.

Artemis Investment Management first reported a position in UBS in Q2 2020 and held it in 12 quarters. The position peaked at $23.9M in Q1 2022. 526 funds tracked by Wall St. Rank hold UBS as of Q4 2023.

  • Artemis Investment Management reported no remaining UBS Group position as of Q4 2023 after selling out during the quarter.
  • Artemis Investment Management sold 268,532 UBS Group shares in Q4 2023, an estimated $6.66M.
  • Artemis Investment Management first reported a position in UBS Group in Q2 2020 and held it in 12 quarters.
  • Artemis Investment Management's UBS Group position peaked at $23.9M in Q1 2022.
  • 526 funds tracked by Wall St. Rank held UBS Group as of Q4 2023.

Based on Artemis Investment Management's 13F filing for Q4 2023, filed 17 Jan 2024.