Simplicity Solutions’s UBS Group UBS Stock Holding History

Simplicity Solutions’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
2023 Q4	$297K	Sell	9,612 -710	-7%	-$18.7K	0.01%	843
2023 Q3	$254K	Sell	10,322 -3,146	-23%	-$73.5K	0.01%	818
2023 Q2	$273K	Sell	13,468 -878	-6%	-$17.7K	0.01%	865
2023 Q1	$306K	Buy	+14,346	New	+$299K	0.01%	839
2022 Q2	–	Sell	-23,809	Closed	-$465K	–	703
2022 Q1	$465K	Sell	23,809 -47,381	-67%	-$896K	0.06%	319
2021 Q4	$1.27M	Buy	71,190 +40,219	+130%	+$708K	0.14%	187
2021 Q3	$494K	Buy	30,971 +3,992	+15%	+$64.7K	0.08%	281
2021 Q2	$414K	Buy	26,979 +4,230	+19%	+$66.8K	0.08%	274
2021 Q1	$353K	Buy	+22,749	New	+$350K	0.08%	277

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

CCI

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

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

Simplicity Solutions's UBS Position: Q4 2023 in Review

Simplicity Solutions reduced its UBS Group (UBS) stake by 6.9% in Q4 2023, selling an estimated $18.7K and leaving 9,612 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #843.

Simplicity Solutions first reported a position in UBS in Q1 2021 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2021. 526 funds tracked by Wall St. Rank hold UBS as of Q4 2023.

Simplicity Solutions held 9,612 shares of UBS Group worth $297K as of Q4 2023.
Simplicity Solutions sold 710 UBS Group shares in Q4 2023, an estimated $18.7K.
UBS Group made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #843 holding.
Simplicity Solutions first reported a position in UBS Group in Q1 2021 and has held it in 9 quarters since.
Simplicity Solutions's UBS Group position peaked at $1.27M in Q4 2021.
526 funds tracked by Wall St. Rank held UBS Group as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.