Portolan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-321,566
| Closed | -$9.75M | – | 147 |
|
|
2024
Q4 | $9.75M | Buy |
+321,566
| New | +$9.75M | 0.66% | 53 |
|
|
2023
Q1 | – | Sell |
-262,997
| Closed | -$4.91M | – | 168 |
|
|
2022
Q4 | $4.91M | Buy |
+262,997
| New | +$4.91M | 0.49% | 71 |
|
|
2017
Q2 | – | Sell |
-207,522
| Closed | -$3.31M | – | 133 |
|
|
2017
Q1 | $3.31M | Sell |
207,522
-128,893
| -38% | -$2.06M | 0.43% | 86 |
|
|
2016
Q4 | $5.27M | Buy |
+336,415
| New | +$5.27M | 0.71% | 58 |
|