Sterling Capital Management’s UBS Group UBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7K | Hold |
315
| – | – | ﹤0.01% | 2090 |
|
|
2025
Q1 | $9.65K | Hold |
315
| – | – | ﹤0.01% | 1877 |
|
|
2024
Q4 | $9.55K | Hold |
315
| – | – | ﹤0.01% | 2176 |
|
|
2024
Q3 | $9.74K | Buy |
+315
| New | +$9.74K | ﹤0.01% | 1575 |
|
|
2016
Q1 | – | Sell |
-10,049
| Closed | -$195K | – | 990 |
|
|
2015
Q4 | $195K | Buy |
+10,049
| New | +$195K | ﹤0.01% | 941 |
|
|
2015
Q3 | – | Sell |
-10,164
| Closed | -$215K | – | 1029 |
|
|
2015
Q2 | $215K | Buy |
+10,164
| New | +$215K | ﹤0.01% | 843 |
|