UBS Group
CANO

UBS Group’s Cano Health, Inc. CANO Stock Holding History

UBS Group’s Portfolio CANO Stock Details CANO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,900
Closed -$73.7K – 10476
2023
Q3 		$73.7K Hold
2,900
– – ﹤0.01% 6044
2023
Q2 		$403K Hold
2,900
– – ﹤0.01% 5008
2023
Q1 		$264K Buy
2,900
+1,894
+188% +$257K ﹤0.01% 5182
2022
Q4 		$138K Buy
+1,006
New +$341K ﹤0.01% 5793

Other funds holding CANO

SOW
State of Wyoming Cheyenne, Wyoming $989M AUM 52.24% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GFPC
Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return

UBS Group's CANO Position: Q1 2024 in Review

UBS Group sold out of Cano Health, Inc. (CANO) in Q1 2024, closing a stake of 3,187 shares — an estimated $18.7K sold.

UBS Group first reported a position in CANO in Q4 2020 and held it in 13 quarters. The position peaked at $547K in Q1 2021. 6 funds tracked by Wall St. Rank hold CANO as of Q1 2024.

  • UBS Group reported no remaining Cano Health, Inc. position as of Q1 2024 after selling out during the quarter.
  • UBS Group sold 3,187 Cano Health, Inc. shares in Q1 2024, an estimated $18.7K.
  • UBS Group first reported a position in Cano Health, Inc. in Q4 2020 and held it in 13 quarters.
  • UBS Group's Cano Health, Inc. position peaked at $547K in Q1 2021.
  • 6 funds tracked by Wall St. Rank held Cano Health, Inc. as of Q1 2024.

Based on UBS Group's 13F filing for Q1 2024, filed 13 May 2024.