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Kelly Financial Services’s UBS Group UBS Stock Holding History

Kelly Financial Services’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
2020
Q1 		– Sell
-340
Closed -$4.28K – 606
2019
Q4 		$4.28K Hold
340
– – ﹤0.01% 324
2019
Q3 		$3.85K Buy
+340
New +$3.83K ﹤0.01% 326

Other funds holding UBS

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Norges Bank
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Kelly Financial Services's UBS Position: Q1 2020 in Review

Kelly Financial Services sold out of UBS Group (UBS) in Q1 2020, closing a stake of 340 shares — an estimated $4.28K sold.

Kelly Financial Services first reported a position in UBS in Q3 2019 and held it in 2 quarters. The position peaked at $4.28K in Q4 2019. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

  • Kelly Financial Services reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
  • Kelly Financial Services sold 340 UBS Group shares in Q1 2020, an estimated $4.28K.
  • Kelly Financial Services first reported a position in UBS Group in Q3 2019 and held it in 2 quarters.
  • Kelly Financial Services's UBS Group position peaked at $4.28K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Kelly Financial Services's 13F filing for Q1 2020, filed 17 Jul 2024.