Hoese & Co’s UBS Group UBS Stock Holding History

Hoese & Co’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 Q4	–	Sell	-200	Closed	-$6.18K	–	211
2024 Q3	$6.18K	Buy	+200	New	+$6.01K	0.01%	139

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

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

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

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Hoese & Co's UBS Position: Q4 2024 in Review

Hoese & Co sold out of UBS Group (UBS) in Q4 2024, closing a stake of 200 shares — an estimated $6.18K sold.

Hoese & Co first reported a position in UBS in Q3 2024 and held it in 1 quarter. The position peaked at $6.18K in Q3 2024. 571 funds tracked by Wall St. Rank hold UBS as of Q4 2024.

Hoese & Co reported no remaining UBS Group position as of Q4 2024 after selling out during the quarter.
Hoese & Co sold 200 UBS Group shares in Q4 2024, an estimated $6.18K.
Hoese & Co first reported a position in UBS Group in Q3 2024 and held it in 1 quarter.
Hoese & Co's UBS Group position peaked at $6.18K in Q3 2024.
571 funds tracked by Wall St. Rank held UBS Group as of Q4 2024.

Based on Hoese & Co's 13F filing for Q4 2024, filed 16 Jan 2025.