UBS AM
OBE

UBS AM’s Obsidian Energy OBE Stock Holding History

UBS AM’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-51,092
Closed -$283K – 2732
2024
Q3 		$283K Sell
51,092
-73,519
-59% -$493K ﹤0.01% 2734
2024
Q2 		$932K Buy
+124,611
New +$977K ﹤0.01% 2409
2018
Q4 		– Sell
-8,352
Closed -$55.5K – 2808
2018
Q3 		$55.5K Hold
8,352
– – ﹤0.01% 2563
2018
Q2 		$66.1K Hold
8,352
– – ﹤0.01% 2575
2018
Q1 		$57.2K Buy
+8,352
New +$61K ﹤0.01% 2485

Other funds holding OBE

Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM's OBE Position: Q4 2024 in Review

UBS AM sold out of Obsidian Energy (OBE) in Q4 2024, closing a stake of 51,092 shares — an estimated $283K sold.

UBS AM first reported a position in OBE in Q1 2018 and held it in 5 quarters. The position peaked at $932K in Q2 2024. 105 funds tracked by Wall St. Rank hold OBE as of Q4 2024.

  • UBS AM reported no remaining Obsidian Energy position as of Q4 2024 after selling out during the quarter.
  • UBS AM sold 51,092 Obsidian Energy shares in Q4 2024, an estimated $283K.
  • UBS AM first reported a position in Obsidian Energy in Q1 2018 and held it in 5 quarters.
  • UBS AM's Obsidian Energy position peaked at $932K in Q2 2024.
  • 105 funds tracked by Wall St. Rank held Obsidian Energy as of Q4 2024.

Based on UBS AM's 13F filing for Q4 2024, filed 14 Feb 2025.