Cedar Brook Financial Partners’s UBS Group UBS Stock Holding History

Cedar Brook Financial Partners’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
2022 Q2	–	Sell	-12,078	Closed	-$236K	–	394
2022 Q1	$236K	Sell	12,078 -6,107	-34%	-$116K	0.06%	324
2021 Q4	$325K	Buy	18,185 +4,076	+29%	+$71.8K	0.08%	259
2021 Q3	$225K	Sell	14,109 -3,534	-20%	-$57.2K	0.07%	306
2021 Q2	$271K	Buy	17,643 +577	+3%	+$9.11K	0.08%	293
2021 Q1	$265K	Sell	17,066 -238	-1%	-$3.66K	0.09%	254
2020 Q4	$245K	Buy	+17,304	New	+$229K	0.09%	259

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

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

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

Cedar Brook Financial Partners's UBS Position: Q2 2022 in Review

Cedar Brook Financial Partners sold out of UBS Group (UBS) in Q2 2022, closing a stake of 12,078 shares — an estimated $236K sold.

Cedar Brook Financial Partners first reported a position in UBS in Q4 2020 and held it in 6 quarters. The position peaked at $325K in Q4 2021. 368 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

Cedar Brook Financial Partners reported no remaining UBS Group position as of Q2 2022 after selling out during the quarter.
Cedar Brook Financial Partners sold 12,078 UBS Group shares in Q2 2022, an estimated $236K.
Cedar Brook Financial Partners first reported a position in UBS Group in Q4 2020 and held it in 6 quarters.
Cedar Brook Financial Partners's UBS Group position peaked at $325K in Q4 2021.
368 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2022, filed 12 Aug 2022.