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Ridgewood Investments’s UBS Group UBS Stock Holding History

Ridgewood Investments’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
Q1 		– Sell
-12,640
Closed -$159K – 196
2019
Q4 		$159K Buy
12,640
+43
+0.3% +$511 0.11% 180
2019
Q3 		$142K Buy
12,597
+425
+3% +$4.78K 0.11% 168
2019
Q2 		$144K Buy
12,172
+233
+2% +$2.85K 0.11% 169
2019
Q1 		$145K Buy
+11,939
New +$151K 0.12% 170

Other funds holding UBS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Ridgewood Investments's UBS Position: Q1 2020 in Review

Ridgewood Investments sold out of UBS Group (UBS) in Q1 2020, closing a stake of 12,640 shares — an estimated $159K sold.

Ridgewood Investments first reported a position in UBS in Q1 2019 and held it in 4 quarters. The position peaked at $159K in Q4 2019. 300 funds tracked by Wall St. Rank hold UBS as of Q1 2020.

  • Ridgewood Investments reported no remaining UBS Group position as of Q1 2020 after selling out during the quarter.
  • Ridgewood Investments sold 12,640 UBS Group shares in Q1 2020, an estimated $159K.
  • Ridgewood Investments first reported a position in UBS Group in Q1 2019 and held it in 4 quarters.
  • Ridgewood Investments's UBS Group position peaked at $159K in Q4 2019.
  • 300 funds tracked by Wall St. Rank held UBS Group as of Q1 2020.

Based on Ridgewood Investments's 13F filing for Q1 2020, filed 27 Apr 2020.