tru Independence’s UBS Group UBS Stock Holding History

tru Independence’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
2020 Q3	–	Sell	-16,100	Closed	-$186	–	825
2020 Q2	$186	Buy	16,100 +5,400	+50%	+$55.6K	0.03%	256
2020 Q1	$99	Hold	10,700	–	–	0.02%	247
2019 Q4	$99K	Buy	+10,700	New	+$127K	0.01%	303

Other funds holding UBS

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

tru Independence's UBS Position: Q3 2020 in Review

tru Independence sold out of UBS Group (UBS) in Q3 2020, closing a stake of 16,100 shares — an estimated $186 sold.

tru Independence first reported a position in UBS in Q4 2019 and held it in 3 quarters. The position peaked at $99K in Q4 2019. 302 funds tracked by Wall St. Rank hold UBS as of Q3 2020.

tru Independence reported no remaining UBS Group position as of Q3 2020 after selling out during the quarter.
tru Independence sold 16,100 UBS Group shares in Q3 2020, an estimated $186.
tru Independence first reported a position in UBS Group in Q4 2019 and held it in 3 quarters.
tru Independence's UBS Group position peaked at $99K in Q4 2019.
302 funds tracked by Wall St. Rank held UBS Group as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.