Harbor Advisors’s UBS Group UBS Stock Holding History

Harbor Advisors’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
2021 Q4	–	Sell	-10,000	Closed	-$161K	–	188
2021 Q3	$161K	Hold	10,000	–	–	0.03%	161
2021 Q2	$153K	Hold	10,000	–	–	0.03%	164
2021 Q1	$155K	Hold	10,000	–	–	0.03%	170
2020 Q4	$141K	Hold	10,000	–	–	0.03%	161
2020 Q3	$112K	Hold	10,000	–	–	0.03%	149
2020 Q2	$115K	Hold	10,000	–	–	0.03%	148
2020 Q1	$94K	Hold	10,000	–	–	0.03%	134
2019 Q4	$126K	Hold	10,000	–	–	0.03%	162
2019 Q3	$114K	Hold	10,000	–	–	0.03%	159
2019 Q2	$119K	Hold	10,000	–	–	0.04%	162
2019 Q1	$121K	Buy	+10,000	New	+$127K	0.04%	160
2018 Q4	–	Sell	-10,000	Closed	-$158K	–	174
2018 Q3	$158K	Hold	10,000	–	–	0.05%	175
2018 Q2	$155K	Hold	10,000	–	–	0.05%	169
2018 Q1	$176K	Hold	10,000	–	–	0.06%	165
2017 Q4	$183K	Buy	+10,000	New	+$174K	0.06%	160
2017 Q3	–	Sell	-10,000	Closed	-$170K	–	159
2017 Q2	$170K	Hold	10,000	–	–	0.07%	137
2017 Q1	$160K	Hold	10,000	–	–	0.07%	132
2016 Q4	$156K	Buy	+10,000	New	+$151K	0.07%	120

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

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

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

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

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

Harbor Advisors's UBS Position: Q4 2021 in Review

Harbor Advisors sold out of UBS Group (UBS) in Q4 2021, closing a stake of 10,000 shares — an estimated $161K sold.

Harbor Advisors first reported a position in UBS in Q4 2016 and held it in 18 quarters. The position peaked at $183K in Q4 2017. 367 funds tracked by Wall St. Rank hold UBS as of Q4 2021.

Harbor Advisors reported no remaining UBS Group position as of Q4 2021 after selling out during the quarter.
Harbor Advisors sold 10,000 UBS Group shares in Q4 2021, an estimated $161K.
Harbor Advisors first reported a position in UBS Group in Q4 2016 and held it in 18 quarters.
Harbor Advisors's UBS Group position peaked at $183K in Q4 2017.
367 funds tracked by Wall St. Rank held UBS Group as of Q4 2021.

Based on Harbor Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.