Senator Investment Group’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,224
| Closed | -$213K | – | 79 |
|
|
2024
Q2 | $213K | Sell |
7,224
-505,000
| -99% | -$14.9M | 0.01% | 69 |
|
|
2024
Q1 | $15.7M | Sell |
512,224
-337,776
| -40% | -$10.4M | 0.72% | 42 |
|
|
2023
Q4 | $26.3M | Hold |
850,000
| – | – | 1.13% | 34 |
|
|
2023
Q3 | $21M | Sell |
850,000
-10,000
| -1% | -$247K | 1.18% | 31 |
|
|
2023
Q2 | $17.4M | Buy |
860,000
+10,000
| +1% | +$203K | 0.79% | 38 |
|
|
2023
Q1 | $18.1M | Buy |
+850,000
| New | +$18.1M | 0.99% | 30 |
|