CSat Investment Advisory’s UBS Group UBS Stock Holding History

CSat Investment Advisory’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
2021 Q1	$856K	Sell	55,121 -787	-1%	-$12.1K	0.72%	60
2020 Q4	$790K	Buy	+55,908	New	+$740K	0.73%	49
2018 Q3	–	Sell	-76,634	Closed	-$1.18M	–	553
2018 Q2	$1.18M	Buy	+76,634	New	+$1.25M	0.63%	41

Other funds holding UBS

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

CSat Investment Advisory's UBS Position: Q1 2021 in Review

CSat Investment Advisory reduced its UBS Group (UBS) stake by 1.4% in Q1 2021, selling an estimated $12.1K and leaving 55,121 shares worth $856K. The position accounts for 0.72% of the portfolio, ranked #60.

CSat Investment Advisory first reported a position in UBS in Q2 2018 and has held it in 3 quarters since. The position peaked at $1.18M in Q2 2018. 347 funds tracked by Wall St. Rank hold UBS as of Q1 2021.

CSat Investment Advisory held 55,121 shares of UBS Group worth $856K as of Q1 2021.
CSat Investment Advisory sold 787 UBS Group shares in Q1 2021, an estimated $12.1K.
UBS Group made up 0.72% of CSat Investment Advisory's portfolio in Q1 2021, its #60 holding.
CSat Investment Advisory first reported a position in UBS Group in Q2 2018 and has held it in 3 quarters since.
CSat Investment Advisory's UBS Group position peaked at $1.18M in Q2 2018.
347 funds tracked by Wall St. Rank held UBS Group as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.