Fulton Bank’s UBS Group UBS Stock Holding History

Fulton Bank’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
2023 Q2	–	Sell	-16,008	Closed	-$342K	–	578
2023 Q1	$342K	Buy	+16,008	New	+$334K	0.02%	396
2021 Q2	–	Sell	-10,275	Closed	-$160K	–	523
2021 Q1	$160K	Buy	+10,275	New	+$158K	0.01%	468

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Fulton Bank's UBS Position: Q2 2023 in Review

Fulton Bank sold out of UBS Group (UBS) in Q2 2023, closing a stake of 16,008 shares — an estimated $342K sold.

Fulton Bank first reported a position in UBS in Q1 2021 and held it in 2 quarters. The position peaked at $342K in Q1 2023. 457 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

Fulton Bank reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
Fulton Bank sold 16,008 UBS Group shares in Q2 2023, an estimated $342K.
Fulton Bank first reported a position in UBS Group in Q1 2021 and held it in 2 quarters.
Fulton Bank's UBS Group position peaked at $342K in Q1 2023.
457 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Fulton Bank's 13F filing for Q2 2023, filed 6 Jul 2023.