Mutual of America Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-287,938
| Closed | -$8.92M | – | 1463 |
|
|
2024
Q3 | $8.92M | Sell |
287,938
-220,168
| -43% | -$6.82M | 0.09% | 215 |
|
|
2024
Q2 | $14.9M | Sell |
508,106
-149,054
| -23% | -$4.38M | 0.16% | 91 |
|
|
2024
Q1 | $20.2M | Hold |
657,160
| – | – | 0.22% | 64 |
|
|
2023
Q4 | $20.4M | Sell |
657,160
-8,146
| -1% | -$253K | 0.24% | 57 |
|
|
2023
Q3 | $16.4M | Hold |
665,306
| – | – | 0.2% | 73 |
|
|
2023
Q2 | $13.5M | Hold |
665,306
| – | – | 0.15% | 103 |
|
|
2023
Q1 | $14.1M | Hold |
665,306
| – | – | 0.17% | 98 |
|
|
2022
Q4 | $12.4M | Buy |
+665,306
| New | +$12.4M | 0.15% | 113 |
|