O'Dell Group’s UBS Group UBS Stock Holding History

O'Dell Group’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 Q1	–	Sell	-2,356	Closed	-$72.8K	–	450
2023 Q4	$72.8K	Buy	+2,356	New	+$62K	0.02%	170
2023 Q3	–	Sell	-2,356	Closed	-$47.8K	–	455
2023 Q2	$47.8K	Buy	+2,356	New	+$47.4K	0.01%	195
2022 Q4	–	Sell	-1	Closed	–	–	380
2022 Q3	$0	Hold	1	–	–	﹤0.01%	493
2022 Q2	$0	Hold	1	–	–	﹤0.01%	561
2022 Q1	$0	Hold	1	–	–	﹤0.01%	583
2021 Q4	$0	Hold	1	–	–	﹤0.01%	548
2021 Q3	$0	Buy	+1	New	+$16	﹤0.01%	506

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

O'Dell Group's UBS Position: Q1 2024 in Review

O'Dell Group sold out of UBS Group (UBS) in Q1 2024, closing a stake of 2,356 shares — an estimated $72.8K sold.

O'Dell Group first reported a position in UBS in Q3 2021 and held it in 7 quarters. The position peaked at $72.8K in Q4 2023. 537 funds tracked by Wall St. Rank hold UBS as of Q1 2024.

O'Dell Group reported no remaining UBS Group position as of Q1 2024 after selling out during the quarter.
O'Dell Group sold 2,356 UBS Group shares in Q1 2024, an estimated $72.8K.
O'Dell Group first reported a position in UBS Group in Q3 2021 and held it in 7 quarters.
O'Dell Group's UBS Group position peaked at $72.8K in Q4 2023.
537 funds tracked by Wall St. Rank held UBS Group as of Q1 2024.

Based on O'Dell Group's 13F filing for Q1 2024, filed 7 May 2024.