Koshinski Asset Management’s UBS Group UBS Stock Holding History

Koshinski Asset Management’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
2022 Q2	–	Sell	-2,775	Closed	-$54.2K	–	1879
2022 Q1	$54.2K	Sell	2,775 -1,025	-27%	-$19.4K	﹤0.01%	1069
2021 Q4	$67.9K	Sell	3,800 -8	-0.2%	-$141	0.01%	1002
2021 Q3	$60.7K	Buy	+3,808	New	+$61.7K	0.01%	1034
2019 Q1	–	Sell	-19,501	Closed	-$386K	–	461
2018 Q4	$386K	Buy	+19,501	New	+$264K	0.09%	261

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Koshinski Asset Management's UBS Position: Q2 2022 in Review

Koshinski Asset Management sold out of UBS Group (UBS) in Q2 2022, closing a stake of 2,775 shares — an estimated $54.2K sold.

Koshinski Asset Management first reported a position in UBS in Q4 2018 and held it in 4 quarters. The position peaked at $386K in Q4 2018. 368 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

Koshinski Asset Management reported no remaining UBS Group position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 2,775 UBS Group shares in Q2 2022, an estimated $54.2K.
Koshinski Asset Management first reported a position in UBS Group in Q4 2018 and held it in 4 quarters.
Koshinski Asset Management's UBS Group position peaked at $386K in Q4 2018.
368 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.