LM Advisors’s UBS Group UBS Stock Holding History

LM 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
2024 Q1	–	Sell	-4,244	Closed	-$131K	–	673
2023 Q4	$131K	Buy	+4,244	New	+$112K	0.03%	227

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LM Advisors's UBS Position: Q1 2024 in Review

LM Advisors sold out of UBS Group (UBS) in Q1 2024, closing a stake of 4,244 shares — an estimated $131K sold.

LM Advisors first reported a position in UBS in Q4 2023 and held it in 1 quarter. The position peaked at $131K in Q4 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

LM Advisors reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 4,244 UBS Group shares in Q1 2024, an estimated $131K.
LM Advisors first reported a position in UBS Group in Q4 2023 and held it in 1 quarter.
LM Advisors's UBS Group position peaked at $131K in Q4 2023.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.