UBS Group’s Envela ELA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $395K | Sell |
23,709
-216
| -0.9% | -$2.97K | ﹤0.01% | 6247 |
|
|
2025
Q4 | $320K | Sell |
23,925
-11,796
| -33% | -$123K | ﹤0.01% | 6324 |
|
|
2025
Q3 | $279K | Sell |
35,721
-5,375
| -13% | -$36.4K | ﹤0.01% | 6477 |
|
|
2025
Q2 | $252K | Buy |
41,096
+4,364
| +12% | +$27K | ﹤0.01% | 6564 |
|
|
2025
Q1 | $229K | Buy |
36,732
+4,651
| +14% | +$30.2K | ﹤0.01% | 6454 |
|
|
2024
Q4 | $230K | Buy |
32,081
+30,043
| +1,474% | +$187K | ﹤0.01% | 6366 |
|
|
2024
Q3 | $11.2K | Sell |
2,038
-3,560
| -64% | -$17.9K | ﹤0.01% | 7696 |
|
|
2024
Q2 | $25.1K | Sell |
5,598
-4,226
| -43% | -$19.3K | ﹤0.01% | 7154 |
|
|
2024
Q1 | $45.4K | Sell |
9,824
-514
| -5% | -$2.28K | ﹤0.01% | 6553 |
|
|
2023
Q4 | $50.2K | Buy |
10,338
+4,449
| +76% | +$19.1K | ﹤0.01% | 6534 |
|
|
2023
Q3 | $27.9K | Sell |
5,889
-3,598
| -38% | -$21.7K | ﹤0.01% | 6623 |
|
|
2023
Q2 | $69.8K | Buy |
9,487
+7,487
| +374% | +$52.1K | ﹤0.01% | 6272 |
|
|
2023
Q1 | $13K | Sell |
2,000
-870
| -30% | -$5.79K | ﹤0.01% | 7420 |
|
|
2022
Q4 | $15.1K | Sell |
2,870
-3,543
| -55% | -$18.1K | ﹤0.01% | 8014 |
|
|
2022
Q3 | $32K | Buy |
6,413
+1,413
| +28% | +$10K | ﹤0.01% | 6793 |
|
|
2022
Q2 | $36K | Sell |
5,000
-2,629
| -34% | -$14.3K | ﹤0.01% | 6188 |
|
|
2022
Q1 | $35K | Buy |
7,629
+354
| +5% | +$1.47K | ﹤0.01% | 6843 |
|
|
2021
Q4 | $29K | Sell |
7,275
-185
| -2% | -$772 | ﹤0.01% | 7420 |
|
|
2021
Q3 | $31K | Sell |
7,460
-2,545
| -25% | -$10.8K | ﹤0.01% | 6713 |
|
|
2021
Q2 | $48K | Buy |
10,005
+1,736
| +21% | +$7.91K | ﹤0.01% | 6470 |
|
|
2021
Q1 | $41K | Buy |
8,269
+2,166
| +35% | +$12.4K | ﹤0.01% | 6740 |
|
|
2020
Q4 | $32K | Sell |
6,103
-2,018
| -25% | -$8.99K | ﹤0.01% | 6571 |
|
|
2020
Q3 | $34K | Buy |
8,121
+672
| +9% | +$2.83K | ﹤0.01% | 5905 |
|
|
2020
Q2 | $46K | Sell |
7,449
-14,501
| -66% | -$53K | ﹤0.01% | 5916 |
|
|
2020
Q1 | $55K | Sell |
21,950
-20,289
| -48% | -$46.2K | ﹤0.01% | 5761 |
|
|
2019
Q4 | $57K | Buy |
+42,239
| New | +$58.4K | ﹤0.01% | 6278 |
|
Other funds holding ELA
MBAM
TCM
VCM
N
