Great Lakes Advisors’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.7M | Sell |
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|
2025
Q2 | $21.2M | Buy |
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|
2025
Q1 | $2.27M | Buy |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $283K | Buy |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $200K | Sell |
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|
2021
Q3 | $179K | Hold |
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|
2021
Q2 | $173K | Buy |
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|
2021
Q1 | $174K | Hold |
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|
2020
Q4 | $158K | Hold |
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|
2020
Q3 | $125K | Buy |
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|
2020
Q2 | $117K | Buy |
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