Loews Corp’s UBS Group UBS Stock Holding History

Loews Corp’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
2019 Q2	–	Sell	-10,625	Closed	-$129K	–	136
2019 Q1	$129K	Hold	10,625	–	–	﹤0.01%	131
2018 Q4	$132K	Hold	10,625	–	–	﹤0.01%	138
2018 Q3	$167K	Hold	10,625	–	–	﹤0.01%	132
2018 Q2	$163K	Hold	10,625	–	–	﹤0.01%	137
2018 Q1	$188K	Hold	10,625	–	–	﹤0.01%	137
2017 Q4	$195K	Hold	10,625	–	–	﹤0.01%	152
2017 Q3	$182K	Hold	10,625	–	–	﹤0.01%	154
2017 Q2	$180K	Hold	10,625	–	–	﹤0.01%	141
2017 Q1	$169K	Hold	10,625	–	–	﹤0.01%	136
2016 Q4	$166K	Hold	10,625	–	–	﹤0.01%	147
2016 Q3	$145K	Hold	10,625	–	–	﹤0.01%	153
2016 Q2	$138K	Hold	10,625	–	–	﹤0.01%	152
2016 Q1	$170K	Hold	10,625	–	–	﹤0.01%	165
2015 Q4	$206K	Hold	10,625	–	–	﹤0.01%	161
2015 Q3	$194K	Hold	10,625	–	–	﹤0.01%	153
2015 Q2	$225K	Hold	10,625	–	–	﹤0.01%	139
2015 Q1	$199K	Hold	10,625	–	–	﹤0.01%	133
2014 Q4	$181K	Buy	+10,625	New	+$182K	﹤0.01%	146

Other funds holding UBS

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Loews Corp's UBS Position: Q2 2019 in Review

Loews Corp sold out of UBS Group (UBS) in Q2 2019, closing a stake of 10,625 shares — an estimated $129K sold.

Loews Corp first reported a position in UBS in Q4 2014 and held it in 18 quarters. The position peaked at $225K in Q2 2015. 308 funds tracked by Wall St. Rank hold UBS as of Q2 2019.

Loews Corp reported no remaining UBS Group position as of Q2 2019 after selling out during the quarter.
Loews Corp sold 10,625 UBS Group shares in Q2 2019, an estimated $129K.
Loews Corp first reported a position in UBS Group in Q4 2014 and held it in 18 quarters.
Loews Corp's UBS Group position peaked at $225K in Q2 2015.
308 funds tracked by Wall St. Rank held UBS Group as of Q2 2019.

Based on Loews Corp's 13F filing for Q2 2019, filed 12 Aug 2019.