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Insight 2811 Inc’s UBS Group UBS Stock Holding History

Insight 2811 Inc’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
Q1 		– Sell
-33,904
Closed -$427K – 91
2019
Q4 		$427K Sell
33,904
-8,669
-20% -$103K 0.28% 50
2019
Q3 		$482K Sell
42,573
-6,055
-12% -$68.2K 0.34% 45
2019
Q2 		$583K Sell
48,628
-2,620
-5% -$32.1K 0.42% 40
2019
Q1 		$621K Sell
51,248
-2,327
-4% -$29.5K 0.48% 38
2018
Q4 		$663K Buy
53,575
+21,626
+68% +$293K 0.56% 31
2018
Q3 		$503K Buy
31,949
+12,635
+65% +$199K 0.34% 56
2018
Q2 		$296K Sell
19,314
-240
-1% -$3.9K 0.21% 70
2018
Q1 		$345K Buy
19,554
+3,717
+23% +$70.7K 0.25% 59
2017
Q4 		$291K Buy
15,837
+2,266
+17% +$39.4K 0.21% 64
2017
Q3 		$233K Buy
13,571
+490
+4% +$8.38K 0.17% 69
2017
Q2 		$222K Buy
13,081
+2,457
+23% +$39.9K 0.17% 73
2017
Q1 		$169K Buy
+10,624
New +$171K 0.13% 78

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Insight 2811 Inc's UBS Position: Q1 2020 in Review

Insight 2811 Inc sold out of UBS Group (UBS) in Q1 2020, closing a stake of 33,904 shares — an estimated $427K sold.

Insight 2811 Inc first reported a position in UBS in Q1 2017 and held it in 12 quarters. The position peaked at $663K in Q4 2018. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

  • Insight 2811 Inc reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
  • Insight 2811 Inc sold 33,904 UBS Group shares in Q1 2020, an estimated $427K.
  • Insight 2811 Inc first reported a position in UBS Group in Q1 2017 and held it in 12 quarters.
  • Insight 2811 Inc's UBS Group position peaked at $663K in Q4 2018.
  • 300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Insight 2811 Inc's 13F filing for Q1 2020, filed 5 May 2020.