SPX Gestao de Recursos’s UBS Group UBS Stock Holding History

SPX Gestao de Recursos’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
2024 Q2	–	Sell	-86,700	Closed	-$2.66M	–	96
2024 Q1	$2.66M	Buy	+86,700	New	+$2.56M	0.23%	56
2023 Q4	–	Sell	-288,156	Closed	-$7.1M	–	105
2023 Q3	$7.1M	Sell	288,156 -449,275	-61%	-$10.5M	0.37%	51
2023 Q2	$14.9M	Buy	737,431 +185,948	+34%	+$3.74M	0.71%	41
2023 Q1	$11.8M	Buy	+551,483	New	+$11.5M	0.78%	33

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

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

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

CCI

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SPX Gestao de Recursos's UBS Position: Q2 2024 in Review

SPX Gestao de Recursos sold out of UBS Group (UBS) in Q2 2024, closing a stake of 86,700 shares — an estimated $2.66M sold.

SPX Gestao de Recursos first reported a position in UBS in Q1 2023 and held it in 4 quarters. The position peaked at $14.9M in Q2 2023. 552 funds tracked by Wall St. Rank hold UBS as of Q2 2024.

SPX Gestao de Recursos reported no remaining UBS Group position as of Q2 2024 after selling out during the quarter.
SPX Gestao de Recursos sold 86,700 UBS Group shares in Q2 2024, an estimated $2.66M.
SPX Gestao de Recursos first reported a position in UBS Group in Q1 2023 and held it in 4 quarters.
SPX Gestao de Recursos's UBS Group position peaked at $14.9M in Q2 2023.
552 funds tracked by Wall St. Rank held UBS Group as of Q2 2024.

Based on SPX Gestao de Recursos's 13F filing for Q2 2024, filed 26 Aug 2024.