Hancock Whitney’s UBS Group UBS Stock Holding History

Hancock Whitney’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
2020 Q4	–	Sell	-28,662	Closed	-$319K	–	843
2020 Q3	$319K	Sell	28,662 -409	-1%	-$4.9K	0.01%	615
2020 Q2	$336K	Sell	29,071 -5,920	-17%	-$61K	0.01%	589
2020 Q1	$324K	Buy	34,991 +8,319	+31%	+$95.9K	0.01%	619
2019 Q4	$336K	Sell	26,672 -238	-0.9%	-$2.83K	0.01%	653
2019 Q3	$304K	Sell	26,910 -155	-0.6%	-$1.75K	0.01%	690
2019 Q2	$321K	Buy	27,065 +11	+0%	+$135	0.01%	696
2019 Q1	$328K	Buy	+27,054	New	+$343K	0.01%	701

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Hancock Whitney's UBS Position: Q4 2020 in Review

Hancock Whitney sold out of UBS Group (UBS) in Q4 2020, closing a stake of 28,662 shares — an estimated $319K sold.

Hancock Whitney first reported a position in UBS in Q1 2019 and held it in 7 quarters. The position peaked at $336K in Q2 2020. 345 funds tracked by Wall St. Rank hold UBS as of Q4 2020.

Hancock Whitney reported no remaining UBS Group position as of Q4 2020 after selling out during the quarter.
Hancock Whitney sold 28,662 UBS Group shares in Q4 2020, an estimated $319K.
Hancock Whitney first reported a position in UBS Group in Q1 2019 and held it in 7 quarters.
Hancock Whitney's UBS Group position peaked at $336K in Q2 2020.
345 funds tracked by Wall St. Rank held UBS Group as of Q4 2020.

Based on Hancock Whitney's 13F filing for Q4 2020, filed 9 Feb 2021.