Lord, Abbett & Co’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-56,100
| Closed | -$1.73M | – | 594 |
|
|
2024
Q1 | $1.73M | Buy |
56,100
+879
| +2% | +$27K | 0.01% | 514 |
|
|
2023
Q4 | $1.71M | Buy |
+55,221
| New | +$1.71M | 0.01% | 502 |
|
|
2023
Q3 | – | Sell |
-150,013
| Closed | -$3.03M | – | 588 |
|
|
2023
Q2 | $3.03M | Sell |
150,013
-241,035
| -62% | -$4.87M | 0.01% | 509 |
|
|
2023
Q1 | $8.25M | Sell |
391,048
-117,144
| -23% | -$2.47M | 0.03% | 427 |
|
|
2022
Q4 | $9.46M | Buy |
+508,192
| New | +$9.46M | 0.03% | 430 |
|