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Discovery Capital Management’s UBS Group UBS Stock Holding History

Discovery Capital Management’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
Q3 		– Sell
-2,814,800
Closed -$56.9M – 70
2023
Q2 		$56.9M Buy
+2,814,800
New +$56.6M 5.99% 4

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Discovery Capital Management's UBS Position: Q3 2023 in Review

Discovery Capital Management sold out of UBS Group (UBS) in Q3 2023, closing a stake of 2,814,800 shares — an estimated $56.9M sold.

Discovery Capital Management first reported a position in UBS in Q2 2023 and held it in 1 quarter. The position peaked at $56.9M in Q2 2023. 484 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

  • Discovery Capital Management reported no remaining UBS Group position as of Q3 2023 after selling out during the quarter.
  • Discovery Capital Management sold 2,814,800 UBS Group shares in Q3 2023, an estimated $56.9M.
  • Discovery Capital Management first reported a position in UBS Group in Q2 2023 and held it in 1 quarter.
  • Discovery Capital Management's UBS Group position peaked at $56.9M in Q2 2023.
  • 484 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on Discovery Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.