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Farmers & Merchants Investments Inc’s UBS Group UBS Stock Holding History

Farmers & Merchants Investments Inc’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
2022
Q3 		– Sell
-931
Closed -$15K – 1756
2022
Q2 		$15K Hold
931
– – ﹤0.01% 607
2022
Q1 		$18K Sell
931
-470
-34% -$8.89K ﹤0.01% 600
2021
Q4 		$25K Buy
1,401
+289
+26% +$5.09K ﹤0.01% 550
2021
Q3 		$18K Buy
1,112
+181
+19% +$2.93K ﹤0.01% 579
2021
Q2 		$14K Sell
931
-111
-11% -$1.75K ﹤0.01% 562
2021
Q1 		$16K Buy
1,042
+549
+111% +$8.44K ﹤0.01% 507
2020
Q4 		$7K Hold
493
– – ﹤0.01% 709
2020
Q3 		$6K Buy
493
+62
+14% +$743 ﹤0.01% 699
2020
Q2 		$5K Hold
431
– – ﹤0.01% 726
2020
Q1 		$4K Hold
431
– – ﹤0.01% 723
2019
Q4 		$5K Hold
431
– – ﹤0.01% 768
2019
Q3 		$5K Sell
431
-72
-14% -$810 ﹤0.01% 750
2019
Q2 		$6K Hold
503
– – ﹤0.01% 711
2019
Q1 		$6K Sell
503
-218
-30% -$2.76K ﹤0.01% 692
2018
Q4 		$9K Hold
721
– – ﹤0.01% 511
2018
Q3 		$11K Buy
721
+269
+60% +$4.23K ﹤0.01% 522
2018
Q2 		$7K Hold
452
– – ﹤0.01% 637
2018
Q1 		$8K Buy
+452
New +$8.59K ﹤0.01% 590
2016
Q3 		– Sell
-361
Closed -$5K – 765
2016
Q2 		$5K Sell
361
-60
-14% -$917 ﹤0.01% 576
2016
Q1 		$7K Buy
421
+19
+5% +$309 ﹤0.01% 522
2015
Q4 		$8K Hold
402
– – ﹤0.01% 528
2015
Q3 		$7K Buy
402
+113
+39% +$2.4K ﹤0.01% 547
2015
Q2 		$6K Buy
+289
New +$6.04K ﹤0.01% 596

Other funds holding UBS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Farmers & Merchants Investments Inc's UBS Position: Q3 2022 in Review

Farmers & Merchants Investments Inc sold out of UBS Group (UBS) in Q3 2022, closing a stake of 931 shares — an estimated $15K sold.

Farmers & Merchants Investments Inc first reported a position in UBS in Q2 2015 and held it in 23 quarters. The position peaked at $25K in Q4 2021. 365 funds tracked by Wall St. Rank hold UBS as of Q3 2022.

  • Farmers & Merchants Investments Inc reported no remaining UBS Group position as of Q3 2022 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 931 UBS Group shares in Q3 2022, an estimated $15K.
  • Farmers & Merchants Investments Inc first reported a position in UBS Group in Q2 2015 and held it in 23 quarters.
  • Farmers & Merchants Investments Inc's UBS Group position peaked at $25K in Q4 2021.
  • 365 funds tracked by Wall St. Rank held UBS Group as of Q3 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2022, filed 31 Oct 2022.