McDonald Partners’s UBS Group UBS Stock Holding History

McDonald 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
2022 Q1	–	Sell	-115	Closed	-$2.06K	–	665
2021 Q4	$2.06K	Buy	+115	New	+$2.02K	﹤0.01%	346

Other funds holding UBS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

PAMS

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

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

McDonald Partners's UBS Position: Q1 2022 in Review

McDonald Partners sold out of UBS Group (UBS) in Q1 2022, closing a stake of 115 shares — an estimated $2.06K sold.

McDonald Partners first reported a position in UBS in Q4 2021 and held it in 1 quarter. The position peaked at $2.06K in Q4 2021. 376 funds tracked by Wall St. Rank hold UBS as of Q1 2022.

McDonald Partners reported no remaining UBS Group position as of Q1 2022 after selling out during the quarter.
McDonald Partners sold 115 UBS Group shares in Q1 2022, an estimated $2.06K.
McDonald Partners first reported a position in UBS Group in Q4 2021 and held it in 1 quarter.
McDonald Partners's UBS Group position peaked at $2.06K in Q4 2021.
376 funds tracked by Wall St. Rank held UBS Group as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.