JGP Global Gestao de Recursos’s UBS Group UBS Stock Holding History

JGP Global Gestao de Recursos’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 Q2	–	Sell	-10,723	Closed	-$329K	–	55
2024 Q1	$329K	Buy	+10,723	New	+$317K	0.21%	31
2023 Q4	–	Sell	-10,723	Closed	-$264K	–	62
2023 Q3	$264K	Buy	+10,723	New	+$250K	0.17%	39

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

JGP Global Gestao de Recursos's UBS Position: Q2 2024 in Review

JGP Global Gestao de Recursos sold out of UBS Group (UBS) in Q2 2024, closing a stake of 10,723 shares — an estimated $329K sold.

JGP Global Gestao de Recursos first reported a position in UBS in Q3 2023 and held it in 2 quarters. The position peaked at $329K in Q1 2024. 553 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

JGP Global Gestao de Recursos reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
JGP Global Gestao de Recursos sold 10,723 UBS Group shares in Q2 2024, an estimated $329K.
JGP Global Gestao de Recursos first reported a position in UBS Group in Q3 2023 and held it in 2 quarters.
JGP Global Gestao de Recursos's UBS Group position peaked at $329K in Q1 2024.
553 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on JGP Global Gestao de Recursos's 13F filing for Q2 2024, filed 2 Aug 2024.