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ACL
Azora Capital LP’s
UBS Group
UBS
Stock Holding History
Azora Capital LP’s Portfolio
UBS Stock Details
UBS Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q2
–
Sell
-687,607
Closed
-$21.2M
–
70
2024
Q1
$21.2M
Buy
687,607
+18,221
+3%
+$538K
1.53%
29
2023
Q4
$20.8M
Buy
669,386
+226,012
+51%
+$5.94M
1.78%
22
2023
Q3
$11M
Buy
443,374
+266,633
+151%
+$6.23M
1.17%
27
2023
Q2
$3.57M
Buy
+176,741
New
+$3.55M
0.65%
33
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30.12%
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27.45%
1-Year Est. Return
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$298B AUM
21.96%
1-Year Est. Return
UBS AM
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$481B AUM
26.39%
1-Year Est. Return
Dodge & Cox
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$182B AUM
14.68%
1-Year Est. Return
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$46B AUM
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1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
CCI
Cevian Capital II
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$3.12B AUM
25.62%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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