Kayne Anderson Rudnick Investment Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2K | Hold |
65
| – | – | ﹤0.01% | 833 |
|
|
2025
Q1 | $1.99K | Hold |
65
| – | – | ﹤0.01% | 798 |
|
|
2024
Q4 | $1.97K | Hold |
65
| – | – | ﹤0.01% | 828 |
|
|
2024
Q3 | $2.01K | Hold |
65
| – | – | ﹤0.01% | 811 |
|
|
2024
Q2 | $1.92K | Sell |
65
-329
| -84% | -$9.72K | ﹤0.01% | 783 |
|
|
2024
Q1 | $12.1K | Buy |
394
+329
| +506% | +$10.1K | ﹤0.01% | 621 |
|
|
2023
Q4 | $2.01K | Buy |
65
+17
| +35% | +$525 | ﹤0.01% | 749 |
|
|
2023
Q3 | $1.18K | Hold |
48
| – | – | ﹤0.01% | 729 |
|
|
2023
Q2 | $973 | Buy |
+48
| New | +$973 | ﹤0.01% | 748 |
|
|
2017
Q2 | – | Sell |
-182,985
| Closed | -$2.92M | – | 343 |
|
|
2017
Q1 | $2.92M | Buy |
+182,985
| New | +$2.92M | 0.03% | 222 |
|