UBS AM
GWB

UBS AM’s Great Western Bancorp, Inc. GWB Stock Holding History

UBS AM’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-63,083
Closed -$2.07M – 2929
2021
Q3 		$2.07M Sell
63,083
-3,101
-5% -$95.5K ﹤0.01% 1821
2021
Q2 		$2.17M Buy
66,184
+11,886
+22% +$393K ﹤0.01% 1805
2021
Q1 		$1.64M Sell
54,298
-5,875
-10% -$160K ﹤0.01% 1837
2020
Q4 		$1.26M Hold
60,173
– – ﹤0.01% 1878
2020
Q3 		$749K Sell
60,173
-707
-1% -$9.58K ﹤0.01% 1956
2020
Q2 		$838K Sell
60,880
-10,268
-14% -$163K ﹤0.01% 1881
2020
Q1 		$1.46M Buy
71,148
+8,476
+14% +$239K ﹤0.01% 1552
2019
Q4 		$2.18M Sell
62,672
-2,920
-4% -$101K ﹤0.01% 1568
2019
Q3 		$2.16M Buy
65,592
+5,044
+8% +$163K ﹤0.01% 1586
2019
Q2 		$2.16M Buy
60,548
+5,637
+10% +$190K ﹤0.01% 1555
2019
Q1 		$1.73M Buy
54,911
+10,857
+25% +$377K ﹤0.01% 1589
2018
Q4 		$1.38M Sell
44,054
-133,916
-75% -$4.87M ﹤0.01% 1602
2018
Q3 		$7.51M Buy
177,970
+826
+0.5% +$35.2K 0.01% 1011
2018
Q2 		$7.44M Buy
177,144
+140,404
+382% +$5.94M 0.01% 1017
2018
Q1 		$1.48M Buy
36,740
+1,548
+4% +$65.3K ﹤0.01% 1610
2017
Q4 		$1.4M Buy
35,192
+939
+3% +$38K ﹤0.01% 1594
2017
Q3 		$1.41M Buy
34,253
+3,012
+10% +$115K ﹤0.01% 1547
2017
Q2 		$1.27M Sell
31,241
-311
-1% -$12.5K ﹤0.01% 1552
2017
Q1 		$1.34M Buy
31,552
+10,331
+49% +$445K ﹤0.01% 1517
2016
Q4 		$925K Sell
21,221
-12,670
-37% -$473K ﹤0.01% 1585
2016
Q3 		$1.13M Hold
33,891
– – ﹤0.01% 1635
2016
Q2 		$1.07M Sell
33,891
-961
-3% -$29.9K ﹤0.01% 1619
2016
Q1 		$950K Sell
34,852
-12,731
-27% -$326K ﹤0.01% 1662
2015
Q4 		$1.38M Buy
47,583
+12,692
+36% +$361K ﹤0.01% 1617
2015
Q3 		$886K Buy
34,891
+18,491
+113% +$465K ﹤0.01% 1773
2015
Q2 		$395K Buy
+16,400
New +$384K ﹤0.01% 2193

Other funds holding GWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM's GWB Position: Q4 2021 in Review

UBS AM sold out of Great Western Bancorp, Inc. (GWB) in Q4 2021, closing a stake of 63,083 shares — an estimated $2.07M sold.

UBS AM first reported a position in GWB in Q2 2015 and held it in 26 quarters. The position peaked at $7.51M in Q3 2018. 197 funds tracked by Wall St. Rank hold GWB as of Q4 2021.

  • UBS AM reported no remaining Great Western Bancorp, Inc. position as of Q4 2021 after selling out during the quarter.
  • UBS AM sold 63,083 Great Western Bancorp, Inc. shares in Q4 2021, an estimated $2.07M.
  • UBS AM first reported a position in Great Western Bancorp, Inc. in Q2 2015 and held it in 26 quarters.
  • UBS AM's Great Western Bancorp, Inc. position peaked at $7.51M in Q3 2018.
  • 197 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q4 2021.

Based on UBS AM's 13F filing for Q4 2021, filed 14 Feb 2022.