Polar Capital Holdings’s UBS Group UBS Stock Holding History

Polar Capital Holdings’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 Q2	–	Sell	-25,000	Closed	-$534K	–	308
2023 Q1	$534K	Sell	25,000 -601,773	-96%	-$12.6M	﹤0.01%	279
2022 Q4	$11.3M	Buy	626,773 +2,283	+0.4%	+$38.8K	0.09%	186
2022 Q3	$9.47K	Sell	624,490 -113,359	-15%	-$1.81M	0.06%	193
2022 Q2	$11.9K	Sell	737,849 -42,730	-5%	-$749K	0.07%	185
2022 Q1	$14.8K	Sell	780,579 -203,968	-21%	-$3.86M	0.07%	196
2021 Q4	$16.9K	Buy	984,547 +188,487	+24%	+$3.32M	0.06%	186
2021 Q3	$12.5K	Buy	796,060 +8,285	+1%	+$134K	0.05%	209
2021 Q2	$11.7K	Buy	787,775 +277,557	+54%	+$4.38M	0.05%	213
2021 Q1	$7.82M	Buy	510,218 +146,926	+40%	+$2.26M	0.05%	224
2020 Q4	$4.75M	Buy	+363,292	New	+$4.81M	0.03%	250

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Polar Capital Holdings's UBS Position: Q2 2023 in Review

Polar Capital Holdings sold out of UBS Group (UBS) in Q2 2023, closing a stake of 25,000 shares — an estimated $534K sold.

Polar Capital Holdings first reported a position in UBS in Q4 2020 and held it in 10 quarters. The position peaked at $11.3M in Q4 2022. 457 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

Polar Capital Holdings reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
Polar Capital Holdings sold 25,000 UBS Group shares in Q2 2023, an estimated $534K.
Polar Capital Holdings first reported a position in UBS Group in Q4 2020 and held it in 10 quarters.
Polar Capital Holdings's UBS Group position peaked at $11.3M in Q4 2022.
457 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Polar Capital Holdings's 13F filing for Q2 2023, filed 14 Aug 2023.