Kore Private Wealth’s UBS Group UBS Stock Holding History

Kore Private Wealth’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	-10,811	Closed	-$166K	–	470
2021 Q2	$166K	Buy	+10,811	New	+$171K	0.02%	399
2020 Q3	–	Sell	-4,133	Closed	-$47K	–	1028
2020 Q2	$47K	Hold	4,133	–	–	0.01%	470
2020 Q1	$38K	Hold	4,133	–	–	0.01%	472
2019 Q4	$52K	Sell	4,133 -8,451	-67%	-$101K	0.01%	475
2019 Q3	$140K	Hold	12,584	–	–	0.03%	222
2019 Q2	$149K	Hold	12,584	–	–	0.03%	222
2019 Q1	$152K	Hold	12,584	–	–	0.03%	240
2018 Q4	$156K	Buy	+12,584	New	+$171K	0.04%	230

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Kore Private Wealth's UBS Position: Q3 2021 in Review

Kore Private Wealth sold out of UBS Group (UBS) in Q3 2021, closing a stake of 10,811 shares — an estimated $166K sold.

Kore Private Wealth first reported a position in UBS in Q4 2018 and held it in 8 quarters. The position peaked at $166K in Q2 2021. 357 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

Kore Private Wealth reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
Kore Private Wealth sold 10,811 UBS Group shares in Q3 2021, an estimated $166K.
Kore Private Wealth first reported a position in UBS Group in Q4 2018 and held it in 8 quarters.
Kore Private Wealth's UBS Group position peaked at $166K in Q2 2021.
357 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Kore Private Wealth's 13F filing for Q3 2021, filed 15 Nov 2021.