Congress Park Capital’s UBS Group UBS Stock Holding History

Congress Park Capital’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 Q2	–	Sell	-52,600	Closed	-$487K	–	102
2020 Q1	$487K	Sell	52,600 -96,250	-65%	-$1.11M	0.44%	47
2019 Q4	$1.87M	Buy	148,850 +17,950	+14%	+$213K	1.38%	23
2019 Q3	$1.48M	Buy	+130,900	New	+$1.47M	1.24%	23
2018 Q2	–	Sell	-12,800	Closed	-$226K	–	98
2018 Q1	$226K	Buy	+12,800	New	+$243K	0.23%	87

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Congress Park Capital's UBS Position: Q2 2020 in Review

Congress Park Capital sold out of UBS Group (UBS) in Q2 2020, closing a stake of 52,600 shares — an estimated $487K sold.

Congress Park Capital first reported a position in UBS in Q1 2018 and held it in 4 quarters. The position peaked at $1.87M in Q4 2019. 303 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

Congress Park Capital reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
Congress Park Capital sold 52,600 UBS Group shares in Q2 2020, an estimated $487K.
Congress Park Capital first reported a position in UBS Group in Q1 2018 and held it in 4 quarters.
Congress Park Capital's UBS Group position peaked at $1.87M in Q4 2019.
303 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on Congress Park Capital's 13F filing for Q2 2020, filed 27 Jul 2020.