UBS Group
GBL

UBS Group’s GAMCO Investors, Inc. GBL Stock Holding History

UBS Group’s Portfolio GBL Stock Details GBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-692
Closed -$12K – 11992
2022
Q3 		$12K Sell
692
-411
-37% -$8.29K ﹤0.01% 8258
2022
Q2 		$23K Buy
1,103
+1,091
+9,092% +$22.5K ﹤0.01% 6730
2022
Q1 		$0 Sell
12
-2,801
-100% -$62.1K ﹤0.01% 11434
2021
Q4 		$70K Buy
2,813
+2,258
+407% +$58.2K ﹤0.01% 6636
2021
Q3 		$15K Buy
555
+244
+78% +$6.51K ﹤0.01% 7551
2021
Q2 		$8K Sell
311
-660
-68% -$15K ﹤0.01% 8284
2021
Q1 		$18K Buy
971
+305
+46% +$5.77K ﹤0.01% 7496
2020
Q4 		$12K Buy
666
+161
+32% +$2.25K ﹤0.01% 7378
2020
Q3 		$6K Sell
505
-3,419
-87% -$43K ﹤0.01% 7263
2020
Q2 		$52K Sell
3,924
-504
-11% -$6.28K ﹤0.01% 5829
2020
Q1 		$49K Sell
4,428
-8,594
-66% -$138K ﹤0.01% 5850
2019
Q4 		$254K Buy
13,022
+1,913
+17% +$33.7K ﹤0.01% 5428
2019
Q3 		$217K Buy
11,109
+3,338
+43% +$64K ﹤0.01% 5186
2019
Q2 		$149K Buy
7,771
+3,063
+65% +$60.3K ﹤0.01% 5115
2019
Q1 		$96K Sell
4,708
-374
-7% -$7.39K ﹤0.01% 5099
2018
Q4 		$86K Buy
5,082
+2,159
+74% +$44.2K ﹤0.01% 5662
2018
Q3 		$68K Buy
2,923
+1,782
+156% +$46K ﹤0.01% 5929
2018
Q2 		$31K Buy
1,141
+550
+93% +$14.2K ﹤0.01% 6363
2018
Q1 		$15K Buy
591
+211
+56% +$5.83K ﹤0.01% 6631
2017
Q4 		$12K Sell
380
-1,831
-83% -$53.5K ﹤0.01% 6923
2017
Q3 		$66K Buy
2,211
+1,871
+550% +$55.5K ﹤0.01% 5609
2017
Q2 		$10K Sell
340
-125
-27% -$3.65K ﹤0.01% 6794
2017
Q1 		$14K Sell
465
-721
-61% -$21.7K ﹤0.01% 6421
2016
Q4 		$37K Sell
1,186
-2,489
-68% -$75.6K ﹤0.01% 6067
2016
Q3 		$105K Buy
3,675
+3,409
+1,282% +$108K ﹤0.01% 4966
2016
Q2 		$9K Sell
266
-627
-70% -$22.9K ﹤0.01% 6859
2016
Q1 		$33K Sell
893
-1,494
-63% -$48.7K ﹤0.01% 5818
2015
Q4 		$74K Sell
2,387
-51,878
-96% -$1.66M ﹤0.01% 5478
2015
Q3 		$1.6M Buy
54,265
+5,610
+12% +$189K ﹤0.01% 2939
2015
Q2 		$1.8M Buy
48,655
+44,241
+1,002% +$1.76M ﹤0.01% 3079
2015
Q1 		$187K Sell
4,414
-84
-2% -$3.62K ﹤0.01% 4943
2014
Q4 		$215K Buy
+4,498
New +$200K ﹤0.01% 4984

Other funds holding GBL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
MRI
Mad River Investors Boston, Massachusetts $278M AUM 32.21% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group's GBL Position: Q4 2022 in Review

UBS Group sold out of GAMCO Investors, Inc. (GBL) in Q4 2022, closing a stake of 692 shares — an estimated $12K sold.

UBS Group first reported a position in GBL in Q4 2014 and held it in 32 quarters. The position peaked at $1.8M in Q2 2015. 5 funds tracked by Wall St. Rank hold GBL as of Q4 2022.

  • UBS Group reported no remaining GAMCO Investors, Inc. position as of Q4 2022 after selling out during the quarter.
  • UBS Group sold 692 GAMCO Investors, Inc. shares in Q4 2022, an estimated $12K.
  • UBS Group first reported a position in GAMCO Investors, Inc. in Q4 2014 and held it in 32 quarters.
  • UBS Group's GAMCO Investors, Inc. position peaked at $1.8M in Q2 2015.
  • 5 funds tracked by Wall St. Rank held GAMCO Investors, Inc. as of Q4 2022.

Based on UBS Group's 13F filing for Q4 2022, filed 8 Feb 2023.