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Athanor Capital’s UBS Group UBS Stock Holding History

Athanor Capital’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
Q1 		– Sell
-41,708
Closed -$589K – 1051
2020
Q4 		$589K Sell
41,708
-357,722
-90% -$4.74M 0.01% 431
2020
Q3 		$4.45M Buy
399,430
+131,605
+49% +$1.58M 0.17% 92
2020
Q2 		$3.09M Buy
+267,825
New +$2.76M 0.16% 88

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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Athanor Capital's UBS Position: Q1 2021 in Review

Athanor Capital sold out of UBS Group (UBS) in Q1 2021, closing a stake of 41,708 shares — an estimated $589K sold.

Athanor Capital first reported a position in UBS in Q2 2020 and held it in 3 quarters. The position peaked at $4.45M in Q3 2020. 346 funds tracked by Wall St. Rank hold UBS as of Q1 2021.

  • Athanor Capital reported no remaining UBS Group position as of Q1 2021 after selling out during the quarter.
  • Athanor Capital sold 41,708 UBS Group shares in Q1 2021, an estimated $589K.
  • Athanor Capital first reported a position in UBS Group in Q2 2020 and held it in 3 quarters.
  • Athanor Capital's UBS Group position peaked at $4.45M in Q3 2020.
  • 346 funds tracked by Wall St. Rank held UBS Group as of Q1 2021.

Based on Athanor Capital's 13F filing for Q1 2021, filed 14 May 2021.