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GAMCO Investors’s UBS Group UBS Stock Holding History

GAMCO Investors’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
2024
Q3 		– Sell
-10,070
Closed -$297K – 893
2024
Q2 		$297K Buy
10,070
+10
+0.1% +$297 ﹤0.01% 770
2024
Q1 		$309K Buy
10,060
+60
+0.6% +$1.77K ﹤0.01% 756
2023
Q4 		$309K Sell
10,000
-21,000
-68% -$552K ﹤0.01% 756
2023
Q3 		$764K Buy
31,000
+10,300
+50% +$241K 0.01% 617
2023
Q2 		$420K Buy
+20,700
New +$416K ﹤0.01% 703
2022
Q2 		– Sell
-20,000
Closed -$391K – 921
2022
Q1 		$391K Hold
20,000
– – ﹤0.01% 754
2021
Q4 		$357K Buy
+20,000
New +$352K ﹤0.01% 785

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GAMCO Investors's UBS Position: Q3 2024 in Review

GAMCO Investors sold out of UBS Group (UBS) in Q3 2024, closing a stake of 10,070 shares — an estimated $297K sold.

GAMCO Investors first reported a position in UBS in Q4 2021 and held it in 7 quarters. The position peaked at $764K in Q3 2023. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

  • GAMCO Investors reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
  • GAMCO Investors sold 10,070 UBS Group shares in Q3 2024, an estimated $297K.
  • GAMCO Investors first reported a position in UBS Group in Q4 2021 and held it in 7 quarters.
  • GAMCO Investors's UBS Group position peaked at $764K in Q3 2023.
  • 548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on GAMCO Investors's 13F filing for Q3 2024, filed 14 Nov 2024.