Longfellow Investment Management’s UBS Group UBS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Buy	+41,675	New	+$1.12M	0.28%	63
2021 Q3	–	Sell	-19,080	Closed	-$293K	–	445
2021 Q2	$293K	Sell	19,080 -6,656	-26%	-$102K	0.04%	206
2021 Q1	$400K	Hold	25,736	–	–	0.05%	253
2020 Q4	$363K	Buy	+25,736	New	+$363K	0.04%	217