FourThought Financial’s UBS Group UBS Stock Holding History

FourThought Financial’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	$0	Sell	7 -169	-96%	-$2.71K	﹤0.01%	1577
2022 Q2	$3K	Sell	176 -310	-64%	-$5.43K	﹤0.01%	1283
2022 Q1	$9K	Sell	486 -101	-17%	-$1.91K	﹤0.01%	1068
2021 Q4	$10K	Sell	587 -101	-15%	-$1.78K	﹤0.01%	1078
2021 Q3	$10K	Sell	688 -320	-32%	-$5.18K	﹤0.01%	1108
2021 Q2	$15K	Sell	1,008 -1,007	-50%	-$15.9K	﹤0.01%	1017
2021 Q1	$31K	Hold	2,015	–	–	﹤0.01%	811
2020 Q4	$28K	Buy	+2,015	New	+$26.7K	﹤0.01%	803

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

FourThought Financial's UBS Position: Q3 2022 in Review

FourThought Financial reduced its UBS Group (UBS) stake by 96% in Q3 2022, selling an estimated $2.71K and leaving 7 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

FourThought Financial first reported a position in UBS in Q4 2020 and has held it in 8 quarters since. The position peaked at $31K in Q1 2021. 365 funds tracked by Wall St. Rank hold UBS as of Q3 2022.

FourThought Financial held 7 shares of UBS Group worth $0 as of Q3 2022.
FourThought Financial sold 169 UBS Group shares in Q3 2022, an estimated $2.71K.
UBS Group made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1577 holding.
FourThought Financial first reported a position in UBS Group in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's UBS Group position peaked at $31K in Q1 2021.
365 funds tracked by Wall St. Rank held UBS Group as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.