UBS Group
DZSI

UBS Group’s DZS Inc. Common Stock DZSI Stock Holding History

UBS Group’s Portfolio DZSI Stock Details DZSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-8,101
Closed -$9.48K – 10519
2024
Q2 		$9.48K Sell
8,101
-19,724
-71% -$26.8K ﹤0.01% 7742
2024
Q1 		$36.7K Buy
27,825
+2,267
+9% +$3.43K ﹤0.01% 6654
2023
Q4 		$50.3K Buy
25,558
+11,879
+87% +$18.6K ﹤0.01% 6532
2023
Q3 		$28.7K Buy
13,679
+147
+1% +$423 ﹤0.01% 6609
2023
Q2 		$53.7K Buy
13,532
+4,160
+44% +$24.4K ﹤0.01% 6435
2023
Q1 		$73.9K Buy
9,372
+5,189
+124% +$57.7K ﹤0.01% 6146
2022
Q4 		$53K Buy
4,183
+2,783
+199% +$35.4K ﹤0.01% 6721
2022
Q3 		$16K Hold
1,400
– – ﹤0.01% 7771
2022
Q2 		$23K Sell
1,400
-2,200
-61% -$32.4K ﹤0.01% 6734
2022
Q1 		$50K Sell
3,600
-3,560
-50% -$51.6K ﹤0.01% 6512
2021
Q4 		$116K Buy
7,160
+5,760
+411% +$76.4K ﹤0.01% 6179
2021
Q3 		$17K Sell
1,400
-2,153
-61% -$33.9K ﹤0.01% 7401
2021
Q2 		$74K Sell
3,553
-1,713
-33% -$29.7K ﹤0.01% 6108
2021
Q1 		$82K Buy
5,266
+194
+4% +$3.23K ﹤0.01% 6118
2020
Q4 		$79K Buy
5,072
+2,510
+98% +$31.4K ﹤0.01% 5852
2020
Q3 		$24K Sell
2,562
-3,311
-56% -$33.2K ﹤0.01% 6183
2020
Q2 		$53K Sell
5,873
-110
-2% -$733 ﹤0.01% 5812
2020
Q1 		$25K Sell
5,983
-5,138
-46% -$39.3K ﹤0.01% 6362
2019
Q4 		$98K Buy
11,121
+1,978
+22% +$15.6K ﹤0.01% 6029
2019
Q3 		$84K Buy
9,143
+5,699
+165% +$62.4K ﹤0.01% 5869
2019
Q2 		$45K Buy
3,444
+2,044
+146% +$24.3K ﹤0.01% 6019
2019
Q1 		$15K Sell
1,400
-2,161
-61% -$27.3K ﹤0.01% 6563
2018
Q4 		$49K Buy
3,561
+536
+18% +$7.25K ﹤0.01% 6113
2018
Q3 		$43K Buy
3,025
+937
+45% +$9.66K ﹤0.01% 6275
2018
Q2 		$21K Buy
2,088
+688
+49% +$7.22K ﹤0.01% 6674
2018
Q1 		$16K Sell
1,400
-66
-5% -$669 ﹤0.01% 6588
2017
Q4 		$14K Sell
1,466
-1,862
-56% -$14.4K ﹤0.01% 6829
2017
Q3 		$23K Buy
3,328
+1,209
+57% +$8.11K ﹤0.01% 6360
2017
Q2 		$12K Buy
2,119
+63
+3% +$375 ﹤0.01% 6672
2017
Q1 		$13K Sell
2,056
-3,065
-60% -$16.1K ﹤0.01% 6477
2016
Q4 		$25K Buy
5,121
+3,205
+167% +$16.9K ﹤0.01% 6383
2016
Q3 		$11K Sell
1,916
-491
-20% -$2.81K ﹤0.01% 6745
2016
Q2 		$14K Buy
2,407
+407
+20% +$2.54K ﹤0.01% 6583
2016
Q1 		$16K Sell
2,000
-7,200
-78% -$47.9K ﹤0.01% 6371
2015
Q4 		$46K Buy
9,200
+7,637
+489% +$46.2K ﹤0.01% 5896
2015
Q3 		$11K Sell
1,563
-1,132
-42% -$10K ﹤0.01% 7221
2015
Q2 		$31K Buy
2,695
+1,159
+75% +$12.1K ﹤0.01% 6461
2015
Q1 		$10K Sell
1,536
-1,166
-43% -$8.27K ﹤0.01% 7658
2014
Q4 		$23K Buy
+2,702
New +$29.1K ﹤0.01% 7467

Other funds holding DZSI

OCM
One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group's DZSI Position: Q3 2024 in Review

UBS Group sold out of DZS Inc. Common Stock (DZSI) in Q3 2024, closing a stake of 8,101 shares — an estimated $9.48K sold.

UBS Group first reported a position in DZSI in Q4 2014 and held it in 39 quarters. The position peaked at $116K in Q4 2021. 4 funds tracked by Wall St. Rank hold DZSI as of Q3 2024.

  • UBS Group reported no remaining DZS Inc. Common Stock position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 8,101 DZS Inc. Common Stock shares in Q3 2024, an estimated $9.48K.
  • UBS Group first reported a position in DZS Inc. Common Stock in Q4 2014 and held it in 39 quarters.
  • UBS Group's DZS Inc. Common Stock position peaked at $116K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held DZS Inc. Common Stock as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.