Elkfork Partners’s UBS Group UBS Stock Holding History

Elkfork 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
2019 Q3	$673K	Hold	58,922	–	–	0.02%	496
2019 Q2	$689K	Buy	58,922 +9,316	+19%	+$114K	0.02%	491
2019 Q1	$607K	Hold	49,606	–	–	0.02%	514
2018 Q4	$611K	Buy	49,606 +4,216	+9%	+$57.2K	0.02%	465
2018 Q3	$716K	Buy	45,390 +4,488	+11%	+$70.6K	0.02%	473
2018 Q2	$628K	Hold	40,902	–	–	0.02%	466
2018 Q1	$722K	Hold	40,902	–	–	0.02%	427
2017 Q4	$752K	Hold	40,902	–	–	0.02%	426
2017 Q3	$702K	Hold	40,902	–	–	0.02%	404
2017 Q2	$695K	Hold	40,902	–	–	0.02%	405
2017 Q1	$652K	Hold	40,902	–	–	0.02%	393
2016 Q4	$641K	Buy	+40,902	New	+$616K	0.02%	369

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Elkfork Partners's UBS Position: Q3 2019 in Review

Elkfork Partners held its UBS Group (UBS) position steady in Q3 2019 at 58,922 shares worth $673K. The position accounts for 0.02% of the portfolio, ranked #496.

Elkfork Partners first reported a position in UBS in Q4 2016 and has held it in 12 quarters since. The position peaked at $752K in Q4 2017. 289 funds tracked by Wall St. Rank hold UBS as of Q3 2019.

Elkfork Partners held 58,922 shares of UBS Group worth $673K as of Q3 2019.
Elkfork Partners left its UBS Group share count unchanged in Q3 2019.
UBS Group made up 0.02% of Elkfork Partners's portfolio in Q3 2019, its #496 holding.
Elkfork Partners first reported a position in UBS Group in Q4 2016 and has held it in 12 quarters since.
Elkfork Partners's UBS Group position peaked at $752K in Q4 2017.
289 funds tracked by Wall St. Rank held UBS Group as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.