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Timelo Investment Management’s UBS Group UBS Stock Holding History

Timelo 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
2023
Q2 		– Sell
-50,000
Closed -$1.07M – 41
2023
Q1 		$1.07M Buy
+50,000
New +$1.04M 1.05% 24

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Timelo Investment Management's UBS Position: Q2 2023 in Review

Timelo Investment Management sold out of UBS Group (UBS) in Q2 2023, closing a stake of 50,000 shares — an estimated $1.07M sold.

Timelo Investment Management first reported a position in UBS in Q1 2023 and held it in 1 quarter. The position peaked at $1.07M in Q1 2023. 457 funds tracked by Wall St. Rank hold UBS as of Q2 2023.

  • Timelo Investment Management reported no remaining UBS Group position as of Q2 2023 after selling out during the quarter.
  • Timelo Investment Management sold 50,000 UBS Group shares in Q2 2023, an estimated $1.07M.
  • Timelo Investment Management first reported a position in UBS Group in Q1 2023 and held it in 1 quarter.
  • Timelo Investment Management's UBS Group position peaked at $1.07M in Q1 2023.
  • 457 funds tracked by Wall St. Rank held UBS Group as of Q2 2023.

Based on Timelo Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.