CoreFirst Bank & Trust’s UBS Group UBS Stock Holding History

CoreFirst Bank & Trust’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	-310	Closed	-$6K	–	434
2022 Q1	$6K	Hold	310	–	–	﹤0.01%	367
2021 Q4	$6K	Hold	310	–	–	﹤0.01%	394
2021 Q3	$5K	Hold	310	–	–	﹤0.01%	422
2021 Q2	$5K	Hold	310	–	–	﹤0.01%	426
2021 Q1	$5K	Hold	310	–	–	﹤0.01%	424
2020 Q4	$4K	Buy	+310	New	+$4.11K	﹤0.01%	405

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

CoreFirst Bank & Trust's UBS Position: Q2 2022 in Review

CoreFirst Bank & Trust sold out of UBS Group (UBS) in Q2 2022, closing a stake of 310 shares — an estimated $6K sold.

CoreFirst Bank & Trust first reported a position in UBS in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 368 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

CoreFirst Bank & Trust reported no remaining UBS Group position as of Q2 2022 after selling out during the quarter.
CoreFirst Bank & Trust sold 310 UBS Group shares in Q2 2022, an estimated $6K.
CoreFirst Bank & Trust first reported a position in UBS Group in Q4 2020 and held it in 6 quarters.
CoreFirst Bank & Trust's UBS Group position peaked at $6K in Q1 2022.
368 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2022, filed 16 Aug 2022.