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Syntal Capital Partners’s UBS Group UBS Stock Holding History

Syntal Capital Partners’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 		– Sell
-20,887
Closed -$515K – 93
2023
Q3 		$515K Buy
+20,887
New +$488K 0.4% 59
2017
Q1 		– Sell
-25,162
Closed -$394K – 113
2016
Q4 		$394K Buy
+25,162
New +$379K 0.37% 43

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Syntal Capital Partners's UBS Position: Q4 2023 in Review

Syntal Capital Partners sold out of UBS Group (UBS) in Q4 2023, closing a stake of 20,887 shares — an estimated $515K sold.

Syntal Capital Partners first reported a position in UBS in Q4 2016 and held it in 2 quarters. The position peaked at $515K in Q3 2023. 527 funds tracked by Wall St. Rank hold UBS as of Q4 2023.

  • Syntal Capital Partners reported no remaining UBS Group position as of Q4 2023 after selling out during the quarter.
  • Syntal Capital Partners sold 20,887 UBS Group shares in Q4 2023, an estimated $515K.
  • Syntal Capital Partners first reported a position in UBS Group in Q4 2016 and held it in 2 quarters.
  • Syntal Capital Partners's UBS Group position peaked at $515K in Q3 2023.
  • 527 funds tracked by Wall St. Rank held UBS Group as of Q4 2023.

Based on Syntal Capital Partners's 13F filing for Q4 2023, filed 13 Feb 2024.