Csenge Advisory Group’s UBS Group UBS Stock Holding History

Csenge Advisory Group’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	-10,375	Closed	-$194K	–	645
2022 Q4	$194K	Buy	+10,375	New	+$176K	0.02%	563
2022 Q1	–	Sell	-15,172	Closed	-$235K	–	712
2021 Q4	$235K	Sell	15,172 -4,224	-22%	-$74.4K	0.02%	496
2021 Q3	$309K	Buy	19,396 +4,224	+28%	+$68.4K	0.03%	463
2021 Q2	$235K	Buy	15,172 +405	+3%	+$6.4K	0.02%	499
2021 Q1	$239K	Sell	14,767 -2,700	-15%	-$41.5K	0.02%	441
2020 Q4	$247K	Sell	17,467 -1,516	-8%	-$20.1K	0.03%	365
2020 Q3	$220K	Sell	18,983 -1,047	-5%	-$12.6K	0.03%	367
2020 Q2	$231K	Buy	20,030 +1,547	+8%	+$15.9K	0.03%	321
2020 Q1	$171K	Buy	+18,483	New	+$213K	0.04%	284

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

Csenge Advisory Group's UBS Position: Q1 2023 in Review

Csenge Advisory Group sold out of UBS Group (UBS) in Q1 2023, closing a stake of 10,375 shares — an estimated $194K sold.

Csenge Advisory Group first reported a position in UBS in Q1 2020 and held it in 9 quarters. The position peaked at $309K in Q3 2021. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

Csenge Advisory Group reported no remaining UBS Group position as of Q1 2023 after selling out during the quarter.
Csenge Advisory Group sold 10,375 UBS Group shares in Q1 2023, an estimated $194K.
Csenge Advisory Group first reported a position in UBS Group in Q1 2020 and held it in 9 quarters.
Csenge Advisory Group's UBS Group position peaked at $309K in Q3 2021.
434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

Based on Csenge Advisory Group's 13F filing for Q1 2023, filed 1 May 2023.