Lee Ainslie’s UBS Group UBS Stock Holding History

Lee Ainslie’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 Q1	–	Sell	-10,761	Closed	-$152K	–	873
2020 Q4	$152K	Sell	10,761 -50,472	-82%	-$668K	﹤0.01%	555
2020 Q3	$685K	Sell	61,233 -6,096	-9%	-$73.1K	0.01%	374
2020 Q2	$775K	Buy	+67,329	New	+$693K	0.02%	379

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Lee Ainslie's UBS Position: Q1 2021 in Review

Lee Ainslie sold out of UBS Group (UBS) in Q1 2021, closing a stake of 10,761 shares — an estimated $152K sold.

Lee Ainslie first reported a position in UBS in Q2 2020 and held it in 3 quarters. The position peaked at $775K in Q2 2020. 347 funds tracked by Wall St. Rank hold UBS as of Q1 2021.

Lee Ainslie reported no remaining UBS Group position as of Q1 2021 after selling out during the quarter.
Lee Ainslie sold 10,761 UBS Group shares in Q1 2021, an estimated $152K.
Lee Ainslie first reported a position in UBS Group in Q2 2020 and held it in 3 quarters.
Lee Ainslie's UBS Group position peaked at $775K in Q2 2020.
347 funds tracked by Wall St. Rank held UBS Group as of Q1 2021.

Based on Maverick Capital's 13F filing for Q1 2021, filed 17 May 2021.