Lenox Wealth Management’s UBS Group UBS Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-243	Closed	-$2K	–	804
2020 Q1	$2K	Buy	+243	New	+$2.8K	﹤0.01%	627

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

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

Lenox Wealth Management's UBS Position: Q2 2020 in Review

Lenox Wealth Management sold out of UBS Group (UBS) in Q2 2020, closing a stake of 243 shares — an estimated $2K sold.

Lenox Wealth Management first reported a position in UBS in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 303 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

Lenox Wealth Management reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Management sold 243 UBS Group shares in Q2 2020, an estimated $2K.
Lenox Wealth Management first reported a position in UBS Group in Q1 2020 and held it in 1 quarter.
Lenox Wealth Management's UBS Group position peaked at $2K in Q1 2020.
303 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.