Petrus Trust Company’s UBS Group UBS Stock Holding History

Petrus Trust Company’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
2020 Q4	–	Sell	-17,829	Closed	-$199K	–	235
2020 Q3	$199K	Buy	+17,829	New	+$214K	0.02%	205

Other funds holding UBS

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UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Petrus Trust Company's UBS Position: Q4 2020 in Review

Petrus Trust Company sold out of UBS Group (UBS) in Q4 2020, closing a stake of 17,829 shares — an estimated $199K sold.

Petrus Trust Company first reported a position in UBS in Q3 2020 and held it in 1 quarter. The position peaked at $199K in Q3 2020. 345 funds tracked by Wall St. Rank hold UBS as of Q4 2020.

Petrus Trust Company reported no remaining UBS Group position as of Q4 2020 after selling out during the quarter.
Petrus Trust Company sold 17,829 UBS Group shares in Q4 2020, an estimated $199K.
Petrus Trust Company first reported a position in UBS Group in Q3 2020 and held it in 1 quarter.
Petrus Trust Company's UBS Group position peaked at $199K in Q3 2020.
345 funds tracked by Wall St. Rank held UBS Group as of Q4 2020.

Based on Petrus Trust Company's 13F filing for Q4 2020, filed 16 Feb 2021.