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JTC Employer Solutions Trustee’s UBS Group UBS Stock Holding History

JTC Employer Solutions Trustee’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
2021
Q3 		– Sell
-6,117
Closed -$94K – 326
2021
Q2 		$94K Buy
+6,117
New +$96.6K 0.01% 169

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

JTC Employer Solutions Trustee's UBS Position: Q3 2021 in Review

JTC Employer Solutions Trustee sold out of UBS Group (UBS) in Q3 2021, closing a stake of 6,117 shares — an estimated $94K sold.

JTC Employer Solutions Trustee first reported a position in UBS in Q2 2021 and held it in 1 quarter. The position peaked at $94K in Q2 2021. 357 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

  • JTC Employer Solutions Trustee reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
  • JTC Employer Solutions Trustee sold 6,117 UBS Group shares in Q3 2021, an estimated $94K.
  • JTC Employer Solutions Trustee first reported a position in UBS Group in Q2 2021 and held it in 1 quarter.
  • JTC Employer Solutions Trustee's UBS Group position peaked at $94K in Q2 2021.
  • 357 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on JTC Employer Solutions Trustee's 13F filing for Q3 2021, filed 9 Nov 2021.