Cerebellum’s UBS Group UBS Stock Holding History

Cerebellum’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
2020 Q3	$33K	Buy	+2,981	New	+$35.7K	0.15%	334
2019 Q4	$461K	Hold	36,640	–	–	0.24%	296
2019 Q3	$414K	Buy	36,640 +10,903	+42%	+$123K	0.27%	286
2019 Q2	$305K	Sell	25,737 -2,000	-7%	-$24.5K	0.25%	315
2019 Q1	$336K	Buy	27,737 +12,821	+86%	+$162K	0.29%	100
2018 Q4	$184K	Buy	+14,916	New	+$202K	0.13%	306
2018 Q2	–	Sell	-10,333	Closed	-$182K	–	529
2018 Q1	$182K	Buy	+10,333	New	+$196K	0.23%	240

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cerebellum's UBS Position: Q3 2020 in Review

Cerebellum opened a new position in UBS Group (UBS) in Q3 2020: 2,981 shares worth $33K. The stake represents 0.15% of the portfolio and ranks #334 among its holdings. This is a return to the name: Cerebellum previously reported a position in UBS as recently as Q4 2019.

Cerebellum first reported a position in UBS in Q1 2018 and has held it in 7 quarters since. The position peaked at $461K in Q4 2019. 303 funds tracked by Wall St. Rank hold UBS as of Q3 2020.

Cerebellum held 2,981 shares of UBS Group worth $33K as of Q3 2020.
UBS Group was a new Cerebellum position in Q3 2020.
UBS Group made up 0.15% of Cerebellum's portfolio in Q3 2020, its #334 holding.
Cerebellum first reported a position in UBS Group in Q1 2018 and has held it in 7 quarters since.
Cerebellum's UBS Group position peaked at $461K in Q4 2019.
303 funds tracked by Wall St. Rank held UBS Group as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.