Mason Investment Advisory Services’s UBS Group UBS Stock Holding History

Mason Investment Advisory Services’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
2020 Q1	–	Sell	-53,082	Closed	-$668K	–	96
2019 Q4	$668K	Sell	53,082 -179	-0.3%	-$2.13K	0.1%	63
2019 Q3	$602K	Hold	53,261	–	–	0.1%	62
2019 Q2	$631K	Hold	53,261	–	–	0.11%	58
2019 Q1	$645K	Buy	+53,261	New	+$675K	0.18%	59

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Mason Investment Advisory Services's UBS Position: Q1 2020 in Review

Mason Investment Advisory Services sold out of UBS Group (UBS) in Q1 2020, closing a stake of 53,082 shares — an estimated $668K sold.

Mason Investment Advisory Services first reported a position in UBS in Q1 2019 and held it in 4 quarters. The position peaked at $668K in Q4 2019. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

Mason Investment Advisory Services reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
Mason Investment Advisory Services sold 53,082 UBS Group shares in Q1 2020, an estimated $668K.
Mason Investment Advisory Services first reported a position in UBS Group in Q1 2019 and held it in 4 quarters.
Mason Investment Advisory Services's UBS Group position peaked at $668K in Q4 2019.
300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Mason Investment Advisory Services's 13F filing for Q1 2020, filed 5 Aug 2024.