Lenox Wealth Advisors’s UBS Group UBS Stock Holding History

Lenox Wealth Advisors’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 Q1	$1K	Hold	62	–	–	﹤0.01%	734
2021 Q4	$1K	Hold	62	–	–	﹤0.01%	918
2021 Q3	$1K	Hold	62	–	–	﹤0.01%	695
2021 Q2	$1K	Hold	62	–	–	﹤0.01%	680
2021 Q1	$1K	Hold	62	–	–	﹤0.01%	657
2020 Q4	$1K	Hold	62	–	–	﹤0.01%	601
2020 Q3	$1K	Hold	62	–	–	﹤0.01%	562
2020 Q2	$1K	Sell	62 -446	-88%	-$4.59K	﹤0.01%	568
2020 Q1	$5K	Buy	+508	New	+$5.86K	﹤0.01%	431
2019 Q2	–	Sell	-194	Closed	-$2K	–	575
2019 Q1	$2K	Buy	+194	New	+$2.46K	﹤0.01%	546
2018 Q4	–	Sell	-133	Closed	-$2K	–	394
2018 Q3	$2K	Sell	133 -1,261	-90%	-$19.8K	﹤0.01%	375
2018 Q2	$21K	Sell	1,394 -975	-41%	-$15.9K	﹤0.01%	251
2018 Q1	$42K	Buy	2,369 +2,198	+1,285%	+$41.8K	0.01%	184
2017 Q4	$3K	Sell	171 -501	-75%	-$8.71K	﹤0.01%	300
2017 Q3	$12K	Buy	+672	New	+$11.5K	﹤0.01%	71
2016 Q3	–	Sell	-592	Closed	-$8K	–	221
2016 Q2	$8K	Buy	+592	New	+$9.05K	﹤0.01%	172
2016 Q1	–	Sell	-114	Closed	-$2K	–	407
2015 Q4	$2K	Sell	114 -320	-74%	-$6.24K	﹤0.01%	340
2015 Q3	$8K	Buy	+434	New	+$9.2K	﹤0.01%	210

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Lenox Wealth Advisors's UBS Position: Q1 2022 in Review

Lenox Wealth Advisors held its UBS Group (UBS) position steady in Q1 2022 at 62 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Lenox Wealth Advisors first reported a position in UBS in Q3 2015 and has held it in 18 quarters since. The position peaked at $42K in Q1 2018. 377 funds tracked by Wall St. Rank hold UBS as of Q1 2022.

Lenox Wealth Advisors held 62 shares of UBS Group worth $1K as of Q1 2022.
Lenox Wealth Advisors left its UBS Group share count unchanged in Q1 2022.
UBS Group made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #734 holding.
Lenox Wealth Advisors first reported a position in UBS Group in Q3 2015 and has held it in 18 quarters since.
Lenox Wealth Advisors's UBS Group position peaked at $42K in Q1 2018.
377 funds tracked by Wall St. Rank held UBS Group as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.