Campbell & Co Investment Adviser’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Buy |
+119,894
| New | +$4.06M | 0.26% | 70 |
|
|
2024
Q3 | – | Sell |
-42,518
| Closed | -$1.26M | – | 1343 |
|
|
2024
Q2 | $1.26M | Buy |
+42,518
| New | +$1.26M | 0.11% | 279 |
|
|
2023
Q1 | – | Sell |
-49,264
| Closed | -$917K | – | 1042 |
|
|
2022
Q4 | $917K | Buy |
49,264
+38,678
| +365% | +$720K | 0.22% | 118 |
|
|
2022
Q3 | $154K | Buy |
+10,586
| New | +$154K | 0.04% | 657 |
|
|
2021
Q3 | – | Sell |
-26,900
| Closed | -$381K | – | 779 |
|
|
2021
Q2 | $381K | Sell |
26,900
-4,200
| -14% | -$59.5K | 0.16% | 235 |
|
|
2021
Q1 | $483K | Sell |
31,100
-65,400
| -68% | -$1.02M | 0.3% | 104 |
|
|
2020
Q4 | $1.36M | Buy |
96,500
+81,800
| +556% | +$1.16M | 0.83% | 6 |
|
|
2020
Q3 | $164K | Buy |
14,700
+2,899
| +25% | +$32.3K | 0.12% | 324 |
|
|
2020
Q2 | $136K | Buy |
+11,801
| New | +$136K | 0.17% | 247 |
|