Great Lakes Retirement’s UBS Group UBS Stock Holding History

Great Lakes Retirement’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	-200	Closed	-$5.91K	–	624
2024 Q2	$5.91K	Buy	+200	New	+$5.95K	﹤0.01%	521

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Great Lakes Retirement's UBS Position: Q3 2024 in Review

Great Lakes Retirement sold out of UBS Group (UBS) in Q3 2024, closing a stake of 200 shares — an estimated $5.91K sold.

Great Lakes Retirement first reported a position in UBS in Q2 2024 and held it in 1 quarter. The position peaked at $5.91K in Q2 2024. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

Great Lakes Retirement reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 200 UBS Group shares in Q3 2024, an estimated $5.91K.
Great Lakes Retirement first reported a position in UBS Group in Q2 2024 and held it in 1 quarter.
Great Lakes Retirement's UBS Group position peaked at $5.91K in Q2 2024.
548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.