Logan Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
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|
2025
Q1 | $204K | Sell |
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|
2024
Q4 | $2.71M | Buy |
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|
2024
Q3 | $2.72M | Buy |
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|
2024
Q2 | $2.5M | Sell |
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|
2024
Q1 | $2.69M | Sell |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $2.89M | Sell |
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|
2023
Q2 | $2.68M | Sell |
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|
2023
Q1 | $2.93M | Sell |
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|
2022
Q4 | $3.05M | Buy |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.31M | Buy |
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|
2022
Q1 | $2.46M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.87M | Buy |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.35M | Sell |
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|
2020
Q3 | $1.1M | Buy |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $822K | Buy |
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|
2019
Q4 | $1.01M | Buy |
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