Chapin Davis’s UBS Group UBS Stock Holding History

Chapin Davis’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
2023 Q1	–	Sell	-20,000	Closed	-$373K	–	246
2022 Q4	$373K	Buy	+20,000	New	+$340K	0.22%	118

Other funds holding UBS

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

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

Chapin Davis's UBS Position: Q1 2023 in Review

Chapin Davis sold out of UBS Group (UBS) in Q1 2023, closing a stake of 20,000 shares — an estimated $373K sold.

Chapin Davis first reported a position in UBS in Q4 2022 and held it in 1 quarter. The position peaked at $373K in Q4 2022. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

Chapin Davis reported no remaining UBS Group position as of Q1 2023 after selling out during the quarter.
Chapin Davis sold 20,000 UBS Group shares in Q1 2023, an estimated $373K.
Chapin Davis first reported a position in UBS Group in Q4 2022 and held it in 1 quarter.
Chapin Davis's UBS Group position peaked at $373K in Q4 2022.
434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

Based on Chapin Davis's 13F filing for Q1 2023, filed 13 Apr 2023.