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Axiom Investment Management’s UBS Group UBS Stock Holding History

Axiom 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
2019
Q3 		– Sell
-14,486
Closed -$171K – 399
2019
Q2 		$171K Sell
14,486
-4,520
-24% -$55.4K 0.03% 363
2019
Q1 		$231K Buy
19,006
+492
+3% +$6.23K 0.04% 323
2018
Q4 		$229K Buy
+18,514
New +$251K 0.05% 314

Other funds holding UBS

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Axiom Investment Management's UBS Position: Q3 2019 in Review

Axiom Investment Management sold out of UBS Group (UBS) in Q3 2019, closing a stake of 14,486 shares — an estimated $171K sold.

Axiom Investment Management first reported a position in UBS in Q4 2018 and held it in 3 quarters. The position peaked at $231K in Q1 2019. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

  • Axiom Investment Management reported no remaining UBS Group position as of Q3 2019 after selling out during the quarter.
  • Axiom Investment Management sold 14,486 UBS Group shares in Q3 2019, an estimated $171K.
  • Axiom Investment Management first reported a position in UBS Group in Q4 2018 and held it in 3 quarters.
  • Axiom Investment Management's UBS Group position peaked at $231K in Q1 2019.
  • 289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Axiom Investment Management's 13F filing for Q3 2019, filed 16 Mar 2021.