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Cutler Group’s UBS Group UBS Stock Holding History

Cutler 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
2024
Q1 		$12K Sell
6,900
-45,500
-87% -$1.34M ﹤0.01% 1215
2023
Q4 		$105K Sell
52,400
-5,700
-10% -$150K 0.01% 1036
2023
Q3 		$26K Sell
58,100
-20,400
-26% -$476K ﹤0.01% 1861
2023
Q2 		$36K Buy
78,500
+18,900
+32% +$380K 0.01% 1504
2023
Q1 		$93K Buy
59,600
+51,100
+601% +$1.07M 0.01% 1012
2022
Q4 		$6K Buy
+8,500
New +$145K ﹤0.01% 3090
2022
Q3 		– Sell
-3,600
Closed -$1K – 5536
2022
Q2 		$1K Buy
3,600
+600
+20% +$10.5K ﹤0.01% 4748
2022
Q1 		$2K Sell
3,000
-6,000
-67% -$114K ﹤0.01% 4777
2021
Q4 		$6K Buy
+9,000
New +$158K ﹤0.01% 4109
2021
Q2 		– Sell
-48,900
Closed -$41K – 6381
2021
Q1 		$41K Buy
+48,900
New +$752K ﹤0.01% 2567
2020
Q4 		– Sell
-7,200
Closed -$15K – 5507
2020
Q3 		$15K Buy
+7,200
New +$86.3K ﹤0.01% 2710
2020
Q1 		– Sell
-20,100
Closed -$8K – 4676
2019
Q4 		$8K Buy
+20,100
New +$239K ﹤0.01% 2784
2019
Q3 		– Sell
-3,000
Closed -$1K – 4737
2019
Q2 		$1K Sell
3,000
-2,200
-42% -$27K ﹤0.01% 4015
2019
Q1 		$1K Buy
+5,200
New +$65.9K ﹤0.01% 3819
2017
Q3 		– Sell
-2,000
Closed -$1K – 6747
2017
Q2 		$1K Buy
+2,000
New +$32.5K ﹤0.01% 6052
2017
Q1 		– Sell
-37,400
Closed -$124K – 7240
2016
Q4 		$124K Buy
37,400
+33,100
+770% +$499K ﹤0.01% 1717
2016
Q3 		$1K Sell
4,300
-12,700
-75% -$173K ﹤0.01% 6307
2016
Q2 		$5K Sell
17,000
-3,500
-17% -$53.5K ﹤0.01% 4978
2016
Q1 		$18K Sell
20,500
-22,700
-53% -$369K ﹤0.01% 3413
2015
Q4 		$4K Buy
+43,200
New +$843K ﹤0.01% 5128

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cutler Group's UBS Position: Q1 2024 in Review

Cutler Group sold out of UBS Group (UBS) in Q1 2024, closing a stake of 19,769 shares — an estimated $584K sold.

Cutler Group first reported a position in UBS in Q4 2015 and held it in 28 quarters. The position peaked at $702K in Q1 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

  • Cutler Group reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
  • Cutler Group sold 19,769 UBS Group shares in Q1 2024, an estimated $584K.
  • Cutler Group first reported a position in UBS Group in Q4 2015 and held it in 28 quarters.
  • Cutler Group's UBS Group position peaked at $702K in Q1 2023.
  • 537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on Cutler Group's 13F filing for Q1 2024, filed 19 Apr 2024.