Luther King Capital Management (LKCM)
UBS icon

Luther King Capital Management (LKCM)’s UBS Group UBS Stock Holding History

Luther King Capital Management (LKCM)’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
2021
Q2 		– Sell
-22,704
Closed -$353K – 619
2021
Q1 		$353K Sell
22,704
-8,444
-27% -$130K ﹤0.01% 488
2020
Q4 		$440K Buy
+31,148
New +$412K ﹤0.01% 461

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Luther King Capital Management (LKCM)'s UBS Position: Q2 2021 in Review

Luther King Capital Management (LKCM) sold out of UBS Group (UBS) in Q2 2021, closing a stake of 22,704 shares — an estimated $353K sold.

Luther King Capital Management (LKCM) first reported a position in UBS in Q4 2020 and held it in 2 quarters. The position peaked at $440K in Q4 2020. 360 funds tracked by Wall St. Rank hold UBS as of Q2 2021.

  • Luther King Capital Management (LKCM) reported no remaining UBS Group position as of Q2 2021 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 22,704 UBS Group shares in Q2 2021, an estimated $353K.
  • Luther King Capital Management (LKCM) first reported a position in UBS Group in Q4 2020 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s UBS Group position peaked at $440K in Q4 2020.
  • 360 funds tracked by Wall St. Rank held UBS Group as of Q2 2021.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2021, filed 13 Aug 2021.