Fosun International’s UBS Group UBS Stock Holding History

Fosun International’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 Q2	–	Sell	-67,985	Closed	-$1.13M	–	182
2022 Q1	$1.13M	Sell	67,985 -256,105	-79%	-$4.84M	0.1%	108
2021 Q4	$4.89M	Sell	324,090 -42,250	-12%	-$744K	0.28%	67
2021 Q3	$5.15M	Buy	366,340 +25,412	+7%	+$412K	0.26%	63
2021 Q2	$4.48M	Buy	340,928 +266,438	+358%	+$4.21M	0.27%	57
2021 Q1	$1.03M	Sell	74,490 -7,755	-9%	-$119K	0.08%	102
2020 Q4	$911	Buy	82,245 +8,565	+12%	+$113K	0.06%	113
2020 Q3	$687K	Sell	73,680 -5,495	-7%	-$65.9K	0.06%	114
2020 Q2	$814K	Sell	79,175 -38,120	-32%	-$393K	0.08%	98
2020 Q1	$1.02M	Buy	117,295 +22,420	+24%	+$258K	0.1%	82
2019 Q4	$1.13M	Buy	94,875 +7,390	+8%	+$87.9K	0.09%	99
2019 Q3	$977K	Hold	87,485	–	–	0.11%	101
2019 Q2	$990K	Sell	87,485 -83,440	-49%	-$1.02M	0.07%	167
2019 Q1	$2.02M	Buy	+170,925	New	+$2.16M	0.13%	102

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Fosun International's UBS Position: Q2 2022 in Review

Fosun International sold out of UBS Group (UBS) in Q2 2022, closing a stake of 67,985 shares — an estimated $1.13M sold.

Fosun International first reported a position in UBS in Q1 2019 and held it in 13 quarters. The position peaked at $5.15M in Q3 2021. 368 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

Fosun International reported no remaining UBS Group position as of Q2 2022 after selling out during the quarter.
Fosun International sold 67,985 UBS Group shares in Q2 2022, an estimated $1.13M.
Fosun International first reported a position in UBS Group in Q1 2019 and held it in 13 quarters.
Fosun International's UBS Group position peaked at $5.15M in Q3 2021.
368 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on Fosun International's 13F filing for Q2 2022, filed 10 Aug 2022.