EARNEST Partners’s UBS Group UBS Stock Holding History

EARNEST Partners’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 Q4	–	Sell	-552	Closed	-$12.5K	–	1038
2023 Q3	$12.5K	Hold	552	–	–	﹤0.01%	581
2023 Q2	$11.2K	Buy	552 +56	+11%	+$1.13K	﹤0.01%	611
2023 Q1	$10.6K	Hold	496	–	–	﹤0.01%	611
2022 Q4	$8.53K	Hold	496	–	–	﹤0.01%	654
2022 Q3	$7K	Hold	496	–	–	﹤0.01%	691
2022 Q2	$8K	Sell	496 -178	-26%	-$3.12K	﹤0.01%	682
2022 Q1	$13K	Hold	674	–	–	﹤0.01%	588
2021 Q4	$12K	Buy	674 +104	+18%	+$1.83K	﹤0.01%	639
2021 Q3	$9K	Hold	570	–	–	﹤0.01%	697
2021 Q2	$9K	Hold	570	–	–	﹤0.01%	702
2021 Q1	$9K	Hold	570	–	–	﹤0.01%	680
2020 Q4	$8K	Hold	570	–	–	﹤0.01%	699
2020 Q3	$6K	Hold	570	–	–	﹤0.01%	719
2020 Q2	$7K	Hold	570	–	–	﹤0.01%	661
2020 Q1	$5K	Hold	570	–	–	﹤0.01%	682
2019 Q4	$7K	Hold	570	–	–	﹤0.01%	676
2019 Q3	$6K	Hold	570	–	–	﹤0.01%	710
2019 Q2	$7K	Hold	570	–	–	﹤0.01%	680
2019 Q1	$7K	Hold	570	–	–	﹤0.01%	661
2018 Q4	$7K	Hold	570	–	–	﹤0.01%	633
2018 Q3	$9K	Hold	570	–	–	﹤0.01%	609
2018 Q2	$9K	Hold	570	–	–	﹤0.01%	611
2018 Q1	$10K	Hold	570	–	–	﹤0.01%	570
2017 Q4	$10K	Buy	+570	New	+$9.91K	﹤0.01%	566

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

EARNEST Partners's UBS Position: Q4 2023 in Review

EARNEST Partners sold out of UBS Group (UBS) in Q4 2023, closing a stake of 552 shares — an estimated $12.5K sold.

EARNEST Partners first reported a position in UBS in Q4 2017 and held it in 24 quarters. The position peaked at $13K in Q1 2022. 526 funds tracked by Wall St. Rank hold UBS as of Q4 2023.

EARNEST Partners reported no remaining UBS Group position as of Q4 2023 after selling out during the quarter.
EARNEST Partners sold 552 UBS Group shares in Q4 2023, an estimated $12.5K.
EARNEST Partners first reported a position in UBS Group in Q4 2017 and held it in 24 quarters.
EARNEST Partners's UBS Group position peaked at $13K in Q1 2022.
526 funds tracked by Wall St. Rank held UBS Group as of Q4 2023.

Based on EARNEST Partners's 13F filing for Q4 2023, filed 14 Feb 2024.