Gabelli Funds’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.32M | Sell |
33,750
-600
| -2% | -$25.7K | 0.01% | 839 |
|
|
2025
Q4 | $1.59M | Sell |
34,350
-150
| -0.4% | -$6.06K | 0.01% | 801 |
|
|
2025
Q3 | $1.41M | Sell |
34,500
-500
| -1% | -$19.4K | 0.01% | 835 |
|
|
2025
Q2 | $1.18M | Buy |
35,000
+1,000
| +3% | +$30.9K | 0.01% | 859 |
|
|
2025
Q1 | $1.04M | Hold |
34,000
| – | – | 0.01% | 774 |
|
|
2024
Q4 | $1.03M | Hold |
34,000
| – | – | 0.01% | 779 |
|
|
2024
Q3 | $1.05M | Sell |
34,000
-3,000
| -8% | -$90.2K | 0.01% | 771 |
|
|
2024
Q2 | $1.09M | Hold |
37,000
| – | – | 0.01% | 758 |
|
|
2024
Q1 | $1.14M | Hold |
37,000
| – | – | 0.01% | 759 |
|
|
2023
Q4 | $1.14M | Hold |
37,000
| – | – | 0.01% | 759 |
|
|
2023
Q3 | $912K | Hold |
37,000
| – | – | 0.01% | 807 |
|
|
2023
Q2 | $750K | Hold |
37,000
| – | – | 0.01% | 853 |
|
|
2023
Q1 | $790K | Hold |
37,000
| – | – | 0.01% | 853 |
|
|
2022
Q4 | $691K | Hold |
37,000
| – | – | 0.01% | 875 |
|
|
2022
Q3 | $537K | Hold |
37,000
| – | – | ﹤0.01% | 967 |
|
|
2022
Q2 | $600K | Hold |
37,000
| – | – | ﹤0.01% | 971 |
|
|
2022
Q1 | $723K | Hold |
37,000
| – | – | ﹤0.01% | 969 |
|
|
2021
Q4 | $661K | Hold |
37,000
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q3 | $590K | Hold |
37,000
| – | – | ﹤0.01% | 1022 |
|
|
2021
Q2 | $568K | Hold |
37,000
| – | – | ﹤0.01% | 1020 |
|
|
2021
Q1 | $575K | Hold |
37,000
| – | – | ﹤0.01% | 1003 |
|
|
2020
Q4 | $523K | Buy |
37,000
+4,000
| +12% | +$53K | ﹤0.01% | 980 |
|
|
2020
Q3 | $368K | Hold |
33,000
| – | – | ﹤0.01% | 967 |
|
|
2020
Q2 | $381K | Buy |
33,000
+2,000
| +6% | +$20.6K | ﹤0.01% | 924 |
|
|
2020
Q1 | $287K | Hold |
31,000
| – | – | ﹤0.01% | 941 |
|
|
2019
Q4 | $390K | Buy |
+31,000
| New | +$369K | ﹤0.01% | 967 |
|
Other funds holding UBS
VCM
CCI
