Nordwand Advisors’s UBS Group UBS Stock Holding History

Nordwand Advisors’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
2024 Q2	–	Sell	-46,513	Closed	-$1.43M	–	175
2024 Q1	$1.43M	Hold	46,513	–	–	0.56%	18
2023 Q4	$1.44M	Hold	46,513	–	–	0.38%	28
2023 Q3	$1.15M	Hold	46,513	–	–	0.23%	27
2023 Q2	$943K	Buy	46,513 +1,293	+3%	+$26K	0.16%	30
2023 Q1	$965K	Hold	45,220	–	–	0.16%	30
2022 Q4	$844K	Buy	+45,220	New	+$769K	0.11%	45

Other funds holding UBS

Norges Bank Oslo, Norway $1T AUM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

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

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

CCI

Cevian Capital II St. Helier, Jersey $3.7B AUM 32.64% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nordwand Advisors's UBS Position: Q2 2024 in Review

Nordwand Advisors sold out of UBS Group (UBS) in Q2 2024, closing a stake of 46,513 shares — an estimated $1.43M sold.

Nordwand Advisors first reported a position in UBS in Q4 2022 and held it in 6 quarters. The position peaked at $1.44M in Q4 2023. 553 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

Nordwand Advisors reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
Nordwand Advisors sold 46,513 UBS Group shares in Q2 2024, an estimated $1.43M.
Nordwand Advisors first reported a position in UBS Group in Q4 2022 and held it in 6 quarters.
Nordwand Advisors's UBS Group position peaked at $1.44M in Q4 2023.
553 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on Nordwand Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.