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Sonora Investment Management’s UBS Group UBS Stock Holding History

Sonora Investment Management’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
2021
Q3 		$13K Hold
790
– – ﹤0.01% 735
2021
Q2 		$12K Buy
+790
New +$12.5K ﹤0.01% 687

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $52.2B AUM 40.82% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Sonora Investment Management's UBS Position: Q3 2021 in Review

Sonora Investment Management held its UBS Group (UBS) position steady in Q3 2021 at 790 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Sonora Investment Management first reported a position in UBS in Q2 2021 and has held it in 2 quarters since. 358 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

  • Sonora Investment Management held 790 shares of UBS Group worth $13K as of Q3 2021.
  • Sonora Investment Management left its UBS Group share count unchanged in Q3 2021.
  • UBS Group made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #735 holding.
  • Sonora Investment Management first reported a position in UBS Group in Q2 2021 and has held it in 2 quarters since.
  • 358 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.