Marietta Investment Partners’s UBS Group UBS Stock Holding History

Marietta Investment Partners’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
2023 Q1	–	Sell	-73,584	Closed	-$1.37M	–	169
2022 Q4	$1.37M	Sell	73,584 -2,972	-4%	-$50.5K	0.39%	53
2022 Q3	$1.26M	Sell	76,556 -27,910	-27%	-$447K	0.37%	58
2022 Q2	$1.69M	Buy	104,466 +866	+0.8%	+$15.2K	0.51%	48
2022 Q1	$2.02M	Buy	103,600 +22,250	+27%	+$421K	0.46%	55
2021 Q4	$1.45M	Buy	81,350 +3,500	+4%	+$61.6K	0.31%	74
2021 Q3	$1.24M	Sell	77,850 -4,250	-5%	-$68.8K	0.28%	79
2021 Q2	$1.26M	Buy	82,100 +14,300	+21%	+$226K	0.29%	75
2021 Q1	$1.05M	Buy	67,800 +52,726	+350%	+$811K	0.26%	80
2020 Q4	$213K	Buy	+15,074	New	+$200K	0.05%	152

Other funds holding UBS

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Marietta Investment Partners's UBS Position: Q1 2023 in Review

Marietta Investment Partners sold out of UBS Group (UBS) in Q1 2023, closing a stake of 73,584 shares — an estimated $1.37M sold.

Marietta Investment Partners first reported a position in UBS in Q4 2020 and held it in 9 quarters. The position peaked at $2.02M in Q1 2022. 434 funds tracked by Wall St. Rank hold UBS as of Q1 2023.

Marietta Investment Partners reported no remaining UBS Group position as of Q1 2023 after selling out during the quarter.
Marietta Investment Partners sold 73,584 UBS Group shares in Q1 2023, an estimated $1.37M.
Marietta Investment Partners first reported a position in UBS Group in Q4 2020 and held it in 9 quarters.
Marietta Investment Partners's UBS Group position peaked at $2.02M in Q1 2022.
434 funds tracked by Wall St. Rank held UBS Group as of Q1 2023.

Based on Marietta Investment Partners's 13F filing for Q1 2023, filed 15 May 2023.