Mackenzie Financial’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
Q3 | $32.2M | Buy |
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|
2025
Q2 | $26M | Sell |
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|
2025
Q1 | $34.7M | Sell |
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|
2024
Q4 | $53.9M | Buy |
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|
2024
Q3 | $54.4M | Sell |
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|
2024
Q2 | $54.4M | Sell |
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|
2024
Q1 | $70.2M | Sell |
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|
2023
Q4 | $79.8M | Buy |
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|
2023
Q3 | $57.7M | Sell |
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|
2023
Q2 | $53M | Sell |
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|
2023
Q1 | $70.5M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $48.8M | Sell |
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|
2022
Q2 | $55.9M | Buy |
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|
2022
Q1 | $67.2M | Sell |
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|
2021
Q4 | $74.4M | Sell |
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|
2021
Q3 | $72.4M | Sell |
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|
2021
Q2 | $92.9M | Sell |
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|
2021
Q1 | $97.1M | Sell |
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|
2020
Q4 | $91.5M | Buy |
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|
2020
Q3 | $42.3M | Buy |
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|
2020
Q2 | $10.5M | Buy |
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|
2020
Q1 | $502K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $20.6M | Sell |
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|
2019
Q1 | $31.5M | Sell |
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|
2018
Q4 | $54.1M | Sell |
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|
2018
Q3 | $69.8M | Buy |
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|
2018
Q2 | $56.8M | Buy |
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|
2018
Q1 | $16.6M | Buy |
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|
2017
Q4 | $17.2M | Sell |
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|
2017
Q3 | $17.5M | Buy |
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|
2017
Q2 | $17M | Buy |
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|
2017
Q1 | $15.2M | Buy |
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|
2016
Q4 | $14.1M | Sell |
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|
2016
Q3 | $13.2M | Buy |
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|
2016
Q2 | $11.7M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $40.9M | Buy |
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|
2015
Q3 | $33.8M | Sell |
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|
2015
Q2 | $41.1M | Sell |
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|
2015
Q1 | $38.6M | Buy |
|