UBS Group
DCFC

UBS Group’s Tritium DCFC Limited Ordinary Shares DCFC Stock Holding History

UBS Group’s Portfolio DCFC Stock Details DCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-41
Closed -$2.46K – 10235
2023
Q3 		$2.46K Buy
+41
New +$7.8K ﹤0.01% 7697
2022
Q2 		– Sell
-1
Closed -$1K – 11220
2022
Q1 		$1K Buy
+1
New +$1.66K ﹤0.01% 9990

Other funds holding DCFC

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CI
Cigna Investments Bloomfield, Connecticut $650M AUM 27.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BC
Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

UBS Group's DCFC Position: Q4 2023 in Review

UBS Group sold out of Tritium DCFC Limited Ordinary Shares (DCFC) in Q4 2023, closing a stake of 41 shares — an estimated $2.46K sold.

UBS Group first reported a position in DCFC in Q1 2022 and held it in 2 quarters. The position peaked at $2.46K in Q3 2023. 34 funds tracked by Wall St. Rank hold DCFC as of Q4 2023.

  • UBS Group reported no remaining Tritium DCFC Limited Ordinary Shares position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 41 Tritium DCFC Limited Ordinary Shares shares in Q4 2023, an estimated $2.46K.
  • UBS Group first reported a position in Tritium DCFC Limited Ordinary Shares in Q1 2022 and held it in 2 quarters.
  • UBS Group's Tritium DCFC Limited Ordinary Shares position peaked at $2.46K in Q3 2023.
  • 34 funds tracked by Wall St. Rank held Tritium DCFC Limited Ordinary Shares as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.