Sargent Bickham Lagudis’s UBS Group UBS Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$12K	Hold	645	–	–	﹤0.01%	702
2022 Q3	$9K	Hold	645	–	–	﹤0.01%	712
2022 Q2	$10K	Buy	+645	New	+$11.3K	﹤0.01%	701
2018 Q2	–	Sell	-240	Closed	-$4K	–	799
2018 Q1	$4K	Buy	+240	New	+$4.56K	﹤0.01%	688

Other funds holding UBS

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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 $535B AUM 26.23% 1-Year Est. Return

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

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

PAMS

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

Sargent Bickham Lagudis's UBS Position: Q4 2022 in Review

Sargent Bickham Lagudis held its UBS Group (UBS) position steady in Q4 2022 at 645 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #702.

Sargent Bickham Lagudis first reported a position in UBS in Q1 2018 and has held it in 4 quarters since. 376 funds tracked by Wall St. Rank hold UBS as of Q4 2022.

Sargent Bickham Lagudis held 645 shares of UBS Group worth $12K as of Q4 2022.
Sargent Bickham Lagudis left its UBS Group share count unchanged in Q4 2022.
UBS Group made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #702 holding.
Sargent Bickham Lagudis first reported a position in UBS Group in Q1 2018 and has held it in 4 quarters since.
376 funds tracked by Wall St. Rank held UBS Group as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.