Bartlett & Co’s UBS Group UBS Stock Holding History

Bartlett & Co’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 Q3	–	Sell	-338	Closed	-$5K	–	1072
2021 Q2	$5K	Sell	338 -8,260	-96%	-$130K	﹤0.01%	765
2021 Q1	$134K	Buy	8,598 +8,260	+2,444%	+$127K	﹤0.01%	372
2020 Q4	$5K	Buy	+338	New	+$4.47K	﹤0.01%	799

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Bartlett & Co's UBS Position: Q3 2021 in Review

Bartlett & Co sold out of UBS Group (UBS) in Q3 2021, closing a stake of 338 shares — an estimated $5K sold.

Bartlett & Co first reported a position in UBS in Q4 2020 and held it in 3 quarters. The position peaked at $134K in Q1 2021. 357 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

Bartlett & Co reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
Bartlett & Co sold 338 UBS Group shares in Q3 2021, an estimated $5K.
Bartlett & Co first reported a position in UBS Group in Q4 2020 and held it in 3 quarters.
Bartlett & Co's UBS Group position peaked at $134K in Q1 2021.
357 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Bartlett & Co's 13F filing for Q3 2021, filed 15 Oct 2021.