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EMFO LLC’s UBS Group UBS Stock Holding History

EMFO LLC’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
Q2 		$88.7K Hold
3,002
– – 0.08% 129
2024
Q1 		$92.2K Hold
3,002
– – 0.08% 128
2023
Q4 		$92.8K Hold
3,002
– – 0.09% 126
2023
Q3 		$74K Hold
3,002
– – 0.07% 141
2023
Q2 		$60.9K Buy
+3,002
New +$60.4K 0.06% 160

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

EMFO LLC's UBS Position: Q2 2024 in Review

EMFO LLC held its UBS Group (UBS) position steady in Q2 2024 at 3,002 shares worth $88.7K. The position accounts for 0.08% of the portfolio, ranked #129.

EMFO LLC first reported a position in UBS in Q2 2023 and has held it in 5 quarters since. The position peaked at $92.8K in Q4 2023. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

  • EMFO LLC held 3,002 shares of UBS Group worth $88.7K as of Q2 2024.
  • EMFO LLC left its UBS Group share count unchanged in Q2 2024.
  • UBS Group made up 0.08% of EMFO LLC's portfolio in Q2 2024, its #129 holding.
  • EMFO LLC first reported a position in UBS Group in Q2 2023 and has held it in 5 quarters since.
  • EMFO LLC's UBS Group position peaked at $92.8K in Q4 2023.
  • 552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.