Ruffer LLP’s UBS Group UBS Stock Holding History

Ruffer LLP’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
2019 Q4	–	Sell	-14,354	Closed	-$163K	–	95
2019 Q3	$163K	Hold	14,354	–	–	﹤0.01%	89
2019 Q2	$171K	Hold	14,354	–	–	﹤0.01%	99
2019 Q1	$174K	Sell	14,354 -3,850	-21%	-$48.8K	﹤0.01%	89
2018 Q4	$227K	Buy	+18,204	New	+$247K	0.01%	93

Other funds holding UBS

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return

Ruffer LLP's UBS Position: Q4 2019 in Review

Ruffer LLP sold out of UBS Group (UBS) in Q4 2019, closing a stake of 14,354 shares — an estimated $163K sold.

Ruffer LLP first reported a position in UBS in Q4 2018 and held it in 4 quarters. The position peaked at $227K in Q4 2018. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

Ruffer LLP reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
Ruffer LLP sold 14,354 UBS Group shares in Q4 2019, an estimated $163K.
Ruffer LLP first reported a position in UBS Group in Q4 2018 and held it in 4 quarters.
Ruffer LLP's UBS Group position peaked at $227K in Q4 2018.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Ruffer LLP's 13F filing for Q4 2019, filed 6 Feb 2020.