UBS AM
OCFT

UBS AM’s OneConnect Financial Technology OCFT Stock Holding History

UBS AM’s Portfolio OCFT Stock Details OCFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,342
Closed -$24.1K – 2698
2022
Q3 		$24.1K Buy
3,342
+1,812
+118% +$23.8K ﹤0.01% 2724
2022
Q2 		$26.2K Hold
1,530
– – ﹤0.01% 2678
2022
Q1 		$21.6K Sell
1,530
-2,057
-57% -$36.3K ﹤0.01% 2773
2021
Q4 		$88.6K Sell
3,587
-29,931
-89% -$887K ﹤0.01% 2824
2021
Q3 		$1.37M Buy
33,518
+3,605
+12% +$228K ﹤0.01% 2006
2021
Q2 		$3.6M Buy
+29,913
New +$4.29M ﹤0.01% 1544

Other funds holding OCFT

MGIM
M&G Investment Management London, United Kingdom $28.2B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SRN Advisors Huntingdon Valley, Pennsylvania $110M AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

UBS AM's OCFT Position: Q4 2022 in Review

UBS AM sold out of OneConnect Financial Technology (OCFT) in Q4 2022, closing a stake of 3,342 shares — an estimated $24.1K sold.

UBS AM first reported a position in OCFT in Q2 2021 and held it in 6 quarters. The position peaked at $3.6M in Q2 2021. 28 funds tracked by Wall St. Rank hold OCFT as of Q4 2022.

  • UBS AM reported no remaining OneConnect Financial Technology position as of Q4 2022 after selling out during the quarter.
  • UBS AM sold 3,342 OneConnect Financial Technology shares in Q4 2022, an estimated $24.1K.
  • UBS AM first reported a position in OneConnect Financial Technology in Q2 2021 and held it in 6 quarters.
  • UBS AM's OneConnect Financial Technology position peaked at $3.6M in Q2 2021.
  • 28 funds tracked by Wall St. Rank held OneConnect Financial Technology as of Q4 2022.

Based on UBS AM's 13F filing for Q4 2022, filed 14 Feb 2023.