Kula Investments’s UBS Group UBS Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-11,894	Closed	-$222K	–	858
2022 Q4	$222K	Buy	+11,894	New	+$202K	0.07%	494

Other funds holding UBS

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

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

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

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

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Kula Investments's UBS Position: Q1 2023 in Review

Kula Investments sold out of UBS Group (UBS) in Q1 2023, closing a stake of 11,894 shares — an estimated $222K sold.

Kula Investments first reported a position in UBS in Q4 2022 and held it in 1 quarter. The position peaked at $222K in Q4 2022. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

Kula Investments reported no remaining UBS Group position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 11,894 UBS Group shares in Q1 2023, an estimated $222K.
Kula Investments first reported a position in UBS Group in Q4 2022 and held it in 1 quarter.
Kula Investments's UBS Group position peaked at $222K in Q4 2022.
434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.