Gitterman Wealth Management’s UBS Group UBS Stock Holding History

Gitterman Wealth Management’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 Q4	–	Sell	-13,734	Closed	-$197K	–	92
2022 Q3	$197K	Buy	13,734 +1,602	+13%	+$25.6K	0.2%	59
2022 Q2	$195K	Sell	12,132 -954	-7%	-$16.7K	0.18%	65
2022 Q1	$256K	Buy	13,086 +325	+3%	+$6.15K	0.21%	65
2021 Q4	$228K	Buy	12,761 +802	+7%	+$14.1K	0.17%	74
2021 Q3	$191K	Buy	11,959 +1,442	+14%	+$23.4K	0.15%	67
2021 Q2	$161K	Buy	+10,517	New	+$166K	0.13%	69

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

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

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Gitterman Wealth Management's UBS Position: Q4 2022 in Review

Gitterman Wealth Management sold out of UBS Group (UBS) in Q4 2022, closing a stake of 13,734 shares — an estimated $197K sold.

Gitterman Wealth Management first reported a position in UBS in Q2 2021 and held it in 6 quarters. The position peaked at $256K in Q1 2022. 376 funds tracked by Wall St. Rank hold UBS as of Q4 2022.

Gitterman Wealth Management reported no remaining UBS Group position as of Q4 2022 after selling out during the quarter.
Gitterman Wealth Management sold 13,734 UBS Group shares in Q4 2022, an estimated $197K.
Gitterman Wealth Management first reported a position in UBS Group in Q2 2021 and held it in 6 quarters.
Gitterman Wealth Management's UBS Group position peaked at $256K in Q1 2022.
376 funds tracked by Wall St. Rank held UBS Group as of Q4 2022.

Based on Gitterman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.