Trust Company of Vermont’s UBS Group UBS Stock Holding History

Trust Company of Vermont’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 Q2	–	Sell	-455	Closed	-$4K	–	874
2020 Q1	$4K	Buy	455 +355	+355%	+$4.09K	﹤0.01%	779
2019 Q4	$1K	Hold	100	–	–	﹤0.01%	909
2019 Q3	$1K	Buy	+100	New	+$1.13K	﹤0.01%	980
2018 Q2	–	Sell	-755	Closed	-$13K	–	1090
2018 Q1	$13K	Hold	755	–	–	﹤0.01%	719
2017 Q4	$14K	Sell	755 -343	-31%	-$5.96K	﹤0.01%	715
2017 Q3	$19K	Hold	1,098	–	–	﹤0.01%	647
2017 Q2	$19K	Hold	1,098	–	–	﹤0.01%	655
2017 Q1	$18K	Buy	+1,098	New	+$17.7K	﹤0.01%	629
2016 Q1	–	Sell	-23	Closed	–	–	778
2015 Q4	$0	Buy	+23	New	+$449	﹤0.01%	821

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Trust Company of Vermont's UBS Position: Q2 2020 in Review

Trust Company of Vermont sold out of UBS Group (UBS) in Q2 2020, closing a stake of 455 shares — an estimated $4K sold.

Trust Company of Vermont first reported a position in UBS in Q4 2015 and held it in 9 quarters. The position peaked at $19K in Q3 2017. 304 funds tracked by Wall St. Rank hold UBS as of Q2 2020.

Trust Company of Vermont reported no remaining UBS Group position as of Q2 2020 after selling out during the quarter.
Trust Company of Vermont sold 455 UBS Group shares in Q2 2020, an estimated $4K.
Trust Company of Vermont first reported a position in UBS Group in Q4 2015 and held it in 9 quarters.
Trust Company of Vermont's UBS Group position peaked at $19K in Q3 2017.
304 funds tracked by Wall St. Rank held UBS Group as of Q2 2020.

Based on Trust Company of Vermont's 13F filing for Q2 2020, filed 17 Jul 2020.