Fox Run Management’s UBS Group UBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
+8,573
| New | +$290K | 0.05% | 648 |
|
|
2025
Q1 | – | Sell |
-28,788
| Closed | -$873K | – | 1250 |
|
|
2024
Q4 | $873K | Buy |
+28,788
| New | +$873K | 0.16% | 208 |
|
|
2024
Q3 | – | Sell |
-15,186
| Closed | -$449K | – | 1111 |
|
|
2024
Q2 | $449K | Buy |
15,186
+5,679
| +60% | +$168K | 0.08% | 444 |
|
|
2024
Q1 | $292K | Sell |
9,507
-1,379
| -13% | -$42.4K | 0.06% | 543 |
|
|
2023
Q4 | $336K | Buy |
+10,886
| New | +$336K | 0.09% | 457 |
|
|
2019
Q3 | – | Sell |
-17,619
| Closed | -$209K | – | 567 |
|
|
2019
Q2 | $209K | Buy |
+17,619
| New | +$209K | 0.14% | 356 |
|
|
2017
Q3 | – | Sell |
-17,200
| Closed | -$292K | – | 874 |
|
|
2017
Q2 | $292K | Buy |
+17,200
| New | +$292K | 0.1% | 422 |
|