Autumn Glory Partners’s UBS Group UBS Stock Holding History

Autumn Glory Partners’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
2024 Q4	–	Sell	-7,888	Closed	-$252K	–	212
2024 Q3	$252K	Buy	+7,888	New	+$237K	0.1%	183

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Autumn Glory Partners's UBS Position: Q4 2024 in Review

Autumn Glory Partners sold out of UBS Group (UBS) in Q4 2024, closing a stake of 7,888 shares — an estimated $252K sold.

Autumn Glory Partners first reported a position in UBS in Q3 2024 and held it in 1 quarter. The position peaked at $252K in Q3 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Autumn Glory Partners reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Autumn Glory Partners sold 7,888 UBS Group shares in Q4 2024, an estimated $252K.
Autumn Glory Partners first reported a position in UBS Group in Q3 2024 and held it in 1 quarter.
Autumn Glory Partners's UBS Group position peaked at $252K in Q3 2024.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Autumn Glory Partners's 13F filing for Q4 2024, filed 30 Jan 2025.