Kayne Anderson Rudnick Investment Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.67K | Hold |
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|
2025
Q2 | $2.2K | Hold |
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|
2025
Q1 | $1.99K | Hold |
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|
2024
Q4 | $1.97K | Hold |
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|
2024
Q3 | $2.01K | Hold |
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|
2024
Q2 | $1.92K | Sell |
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|
2024
Q1 | $12.1K | Buy |
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|
2023
Q4 | $2.01K | Buy |
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|
2023
Q3 | $1.18K | Hold |
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|
2023
Q2 | $973 | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.92M | Buy |
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