Ensign Peak Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Sell |
204,044
-17,850
| -8% | -$602K | 0.01% | 568 |
|
|
2025
Q1 | $6.74M | Hold |
221,894
| – | – | 0.01% | 562 |
|
|
2024
Q4 | $6.79M | Hold |
221,894
| – | – | 0.01% | 567 |
|
|
2024
Q3 | $6.87M | Hold |
221,894
| – | – | 0.01% | 544 |
|
|
2024
Q2 | $6.97M | Hold |
221,894
| – | – | 0.01% | 548 |
|
|
2024
Q1 | $7.31M | Hold |
221,894
| – | – | 0.01% | 529 |
|
|
2023
Q4 | $6.26M | Hold |
221,894
| – | – | 0.01% | 566 |
|
|
2023
Q3 | $5.44M | Hold |
221,894
| – | – | 0.01% | 546 |
|
|
2023
Q2 | $4.34M | Hold |
221,894
| – | – | 0.01% | 627 |
|
|
2023
Q1 | $4.63M | Buy |
221,894
+40,850
| +23% | +$852K | 0.01% | 593 |
|
|
2022
Q4 | $3.42M | Sell |
181,044
-8,650
| -5% | -$163K | 0.01% | 653 |
|
|
2022
Q3 | $3.01M | Sell |
189,694
-4,700
| -2% | -$74.7K | 0.01% | 652 |
|
|
2022
Q2 | $3.28M | Hold |
194,394
| – | – | 0.01% | 640 |
|
|
2022
Q1 | $3.87M | Hold |
194,394
| – | – | 0.01% | 659 |
|
|
2021
Q4 | $3.5M | Hold |
194,394
| – | – | 0.01% | 773 |
|
|
2021
Q3 | $3.29M | Hold |
194,394
| – | – | 0.01% | 835 |
|
|
2021
Q2 | $3.1M | Buy |
194,394
+14,150
| +8% | +$226K | 0.01% | 868 |
|
|
2021
Q1 | $2.98M | Hold |
180,244
| – | – | 0.01% | 866 |
|
|
2020
Q4 | $2.54M | Hold |
180,244
| – | – | 0.01% | 930 |
|
|
2020
Q3 | $1.92M | Sell |
180,244
-23,750
| -12% | -$253K | ﹤0.01% | 997 |
|
|
2020
Q2 | $2.3M | Hold |
203,994
| – | – | 0.01% | 898 |
|
|
2020
Q1 | $1.91M | Hold |
203,994
| – | – | 0.01% | 854 |
|
|
2019
Q4 | $2.58M | Buy |
+203,994
| New | +$2.58M | 0.01% | 941 |
|