Mesirow Financial Investment Management’s UBS Group UBS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$318K Sell
9,405
-2,135
-19% -$72.2K 0.01% 428
2025
Q1
$353K Sell
11,540
-8,738
-43% -$268K 0.01% 420
2024
Q4
$615K Buy
20,278
+10,040
+98% +$304K 0.01% 322
2024
Q3
$316K Sell
10,238
-273
-3% -$8.44K 0.01% 438
2024
Q2
$311K Buy
10,511
+437
+4% +$12.9K 0.01% 402
2024
Q1
$309K Sell
10,074
-410
-4% -$12.6K 0.01% 423
2023
Q4
$324K Buy
+10,484
New +$324K 0.01% 407