Richardson Capital Management’s UBS Group UBS Stock Holding History

Richardson Capital Management’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 Q3	–	Sell	-89	Closed	-$2.63K	–	185
2024 Q2	$2.63K	Buy	+89	New	+$2.65K	﹤0.01%	167

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

CCI

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

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

Richardson Capital Management's UBS Position: Q3 2024 in Review

Richardson Capital Management sold out of UBS Group (UBS) in Q3 2024, closing a stake of 89 shares — an estimated $2.63K sold.

Richardson Capital Management first reported a position in UBS in Q2 2024 and held it in 1 quarter. The position peaked at $2.63K in Q2 2024. 548 funds tracked by Wall St. Rank hold UBS as of Q3 2024.

Richardson Capital Management reported no remaining UBS Group position as of Q3 2024 after selling out during the quarter.
Richardson Capital Management sold 89 UBS Group shares in Q3 2024, an estimated $2.63K.
Richardson Capital Management first reported a position in UBS Group in Q2 2024 and held it in 1 quarter.
Richardson Capital Management's UBS Group position peaked at $2.63K in Q2 2024.
548 funds tracked by Wall St. Rank held UBS Group as of Q3 2024.

Based on Richardson Capital Management's 13F filing for Q3 2024, filed 5 Nov 2024.