JSSH
SH icon

J. Safra Sarasin Holding’s ProShares Short S&P500 SH Stock Holding History

J. Safra Sarasin Holding’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.3M Buy
60,510
+45,246
+296% +$1.65M 0.04% 185
2025
Q4 		$550K Buy
15,264
+5,941
+64% +$218K 0.01% 393
2025
Q3 		$345K Sell
9,323
-15,858
-63% -$612K 0.01% 436
2025
Q2 		$999K Buy
25,181
+19,991
+385% +$866K 0.02% 302
2025
Q1 		$231K Sell
5,190
-25,894
-83% -$1.1M ﹤0.01% 461
2024
Q4 		$1.32M Buy
31,084
+22,217
+251% +$946K 0.02% 289
2024
Q3 		$385K Sell
8,867
-965
-10% -$43.7K 0.01% 404
2024
Q2 		$449K Buy
+9,832
New +$471K 0.01% 413

Other funds holding SH

SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RSWM
Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $262M AUM 45.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return