Tidal Investments’s UBS Group UBS Stock Holding History

Tidal Investments’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
2022 Q2	–	Sell	-81,191	Closed	-$1.59M	–	1190
2022 Q1	$1.59M	Sell	81,191 -8,735	-10%	-$165K	0.05%	291
2021 Q4	$1.61M	Buy	89,926 +7,529	+9%	+$133K	0.05%	266
2021 Q3	$1.31M	Buy	82,397 +15,619	+23%	+$253K	0.05%	253
2021 Q2	$1.02M	Buy	+66,778	New	+$1.05M	0.04%	282

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Tidal Investments's UBS Position: Q2 2022 in Review

Tidal Investments sold out of UBS Group (UBS) in Q2 2022, closing a stake of 81,191 shares — an estimated $1.59M sold.

Tidal Investments first reported a position in UBS in Q2 2021 and held it in 4 quarters. The position peaked at $1.61M in Q4 2021. 368 funds tracked by Wall St. Rank hold UBS as of Q2 2022.

Tidal Investments reported no remaining UBS Group position as of Q2 2022 after selling out during the quarter.
Tidal Investments sold 81,191 UBS Group shares in Q2 2022, an estimated $1.59M.
Tidal Investments first reported a position in UBS Group in Q2 2021 and held it in 4 quarters.
Tidal Investments's UBS Group position peaked at $1.61M in Q4 2021.
368 funds tracked by Wall St. Rank held UBS Group as of Q2 2022.

Based on Tidal Investments's 13F filing for Q2 2022, filed 15 Aug 2022.