Meeder Asset Management’s UBS Group UBS Stock Holding History

Meeder Asset Management’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 Q4	–	Sell	-307	Closed	-$4K	–	1934
2022 Q3	$4K	Buy	307 +225	+274%	+$3.6K	﹤0.01%	1665
2022 Q2	$1K	Sell	82 -1,144	-93%	-$20.1K	﹤0.01%	2085
2022 Q1	$24K	Sell	1,226 -147	-11%	-$2.78K	﹤0.01%	1212
2021 Q4	$25K	Sell	1,373 -500	-27%	-$8.8K	﹤0.01%	617
2021 Q3	$30K	Buy	1,873 +26	+1%	+$421	﹤0.01%	1280
2021 Q2	$28K	Buy	1,847 +403	+28%	+$6.36K	﹤0.01%	1341
2021 Q1	$22K	Buy	1,444 +1,362	+1,661%	+$20.9K	﹤0.01%	1379
2020 Q4	$1K	Hold	82	–	–	﹤0.01%	1749
2020 Q3	$1K	Buy	+82	New	+$983	﹤0.01%	2055

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

Goldman Sachs New York $871B AUM 31.28% 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

Meeder Asset Management's UBS Position: Q4 2022 in Review

Meeder Asset Management sold out of UBS Group (UBS) in Q4 2022, closing a stake of 307 shares — an estimated $4K sold.

Meeder Asset Management first reported a position in UBS in Q3 2020 and held it in 9 quarters. The position peaked at $30K in Q3 2021. 376 funds tracked by Wall St. Rank hold UBS as of Q4 2022.

Meeder Asset Management reported no remaining UBS Group position as of Q4 2022 after selling out during the quarter.
Meeder Asset Management sold 307 UBS Group shares in Q4 2022, an estimated $4K.
Meeder Asset Management first reported a position in UBS Group in Q3 2020 and held it in 9 quarters.
Meeder Asset Management's UBS Group position peaked at $30K in Q3 2021.
376 funds tracked by Wall St. Rank held UBS Group as of Q4 2022.

Based on Meeder Asset Management's 13F filing for Q4 2022, filed 14 Feb 2023.