Brandywine Global Investment Management’s UBS Group UBS Stock Holding History

Brandywine Global 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 Q4	–	Sell	-1,520	Closed	-$17K	–	873
2019 Q3	$17K	Hold	1,520	–	–	﹤0.01%	749
2019 Q2	$18K	Hold	1,520	–	–	﹤0.01%	744
2019 Q1	$18K	Hold	1,520	–	–	﹤0.01%	762
2018 Q4	$19K	Hold	1,520	–	–	﹤0.01%	743
2018 Q3	$24K	Buy	1,520 +59	+4%	+$928	﹤0.01%	759
2018 Q2	$22K	Buy	+1,461	New	+$23.8K	﹤0.01%	803
2016 Q4	–	Sell	-1,950	Closed	-$27K	–	1011
2016 Q3	$27K	Hold	1,950	–	–	﹤0.01%	831
2016 Q2	$26K	Hold	1,950	–	–	﹤0.01%	847
2016 Q1	$32K	Hold	1,950	–	–	﹤0.01%	869
2015 Q4	$38K	Buy	+1,950	New	+$38.1K	﹤0.01%	831

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Brandywine Global Investment Management's UBS Position: Q4 2019 in Review

Brandywine Global Investment Management sold out of UBS Group (UBS) in Q4 2019, closing a stake of 1,520 shares — an estimated $17K sold.

Brandywine Global Investment Management first reported a position in UBS in Q4 2015 and held it in 10 quarters. The position peaked at $38K in Q4 2015. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

Brandywine Global Investment Management reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
Brandywine Global Investment Management sold 1,520 UBS Group shares in Q4 2019, an estimated $17K.
Brandywine Global Investment Management first reported a position in UBS Group in Q4 2015 and held it in 10 quarters.
Brandywine Global Investment Management's UBS Group position peaked at $38K in Q4 2015.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Brandywine Global Investment Management's 13F filing for Q4 2019, filed 14 Feb 2020.