Murchinson’s UBS Group UBS Stock Holding History

Murchinson’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 Q3	–	Sell	-253,875	Closed	-$5.15M	–	97
2023 Q2	$5.15M	Buy	+253,875	New	+$5.1M	0.65%	13

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Murchinson's UBS Position: Q3 2023 in Review

Murchinson sold out of UBS Group (UBS) in Q3 2023, closing a stake of 253,875 shares — an estimated $5.15M sold.

Murchinson first reported a position in UBS in Q2 2023 and held it in 1 quarter. The position peaked at $5.15M in Q2 2023. 485 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

Murchinson reported no remaining UBS Group position as of Q3 2023 after selling out during the quarter.
Murchinson sold 253,875 UBS Group shares in Q3 2023, an estimated $5.15M.
Murchinson first reported a position in UBS Group in Q2 2023 and held it in 1 quarter.
Murchinson's UBS Group position peaked at $5.15M in Q2 2023.
485 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on Murchinson's 13F filing for Q3 2023, filed 14 Nov 2023.