Investment House LLC’s UBS Group UBS Stock Holding History

Investment House LLC’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	-64,818	Closed	-$1.91M	–	216
2024 Q2	$1.91M	Buy	+64,818	New	+$1.93M	0.11%	106
2023 Q2	–	Sell	-330,813	Closed	-$7.06M	–	199
2023 Q1	$7.06M	Buy	+330,813	New	+$6.9M	0.58%	50

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

Investment House LLC's UBS Position: Q3 2024 in Review

Investment House LLC sold out of UBS Group (UBS) in Q3 2024, closing a stake of 64,818 shares — an estimated $1.91M sold.

Investment House LLC first reported a position in UBS in Q1 2023 and held it in 2 quarters. The position peaked at $7.06M in Q1 2023. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

Investment House LLC reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
Investment House LLC sold 64,818 UBS Group shares in Q3 2024, an estimated $1.91M.
Investment House LLC first reported a position in UBS Group in Q1 2023 and held it in 2 quarters.
Investment House LLC's UBS Group position peaked at $7.06M in Q1 2023.
548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on Investment House LLC's 13F filing for Q3 2024, filed 7 Nov 2024.