UBS Group’s Insight Select Income Fund INSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,477
| Closed | -$130K | – | 11021 |
|
|
2024
Q4 | $130K | Buy |
7,477
+1,106
| +17% | +$19.2K | ﹤0.01% | 6715 |
|
|
2024
Q3 | $112K | Sell |
6,371
-1,844
| -22% | -$31K | ﹤0.01% | 6269 |
|
|
2024
Q2 | $134K | Buy |
8,215
+1,352
| +20% | +$21.8K | ﹤0.01% | 5957 |
|
|
2024
Q1 | $113K | Sell |
6,863
-79
| -1% | -$1.26K | ﹤0.01% | 6169 |
|
|
2023
Q4 | $111K | Buy |
6,942
+679
| +11% | +$10.3K | ﹤0.01% | 6117 |
|
|
2023
Q3 | $94.1K | Buy |
6,263
+671
| +12% | +$10.3K | ﹤0.01% | 5870 |
|
|
2023
Q2 | $87.5K | Sell |
5,592
-3,495
| -38% | -$55K | ﹤0.01% | 6121 |
|
|
2023
Q1 | $144K | Sell |
9,087
-1,926
| -17% | -$30.4K | ﹤0.01% | 5638 |
|
|
2022
Q4 | $166K | Buy |
11,013
+5,663
| +106% | +$85.9K | ﹤0.01% | 5619 |
|
|
2022
Q3 | $82K | Sell |
5,350
-4,370
| -45% | -$70.4K | ﹤0.01% | 5888 |
|
|
2022
Q2 | $156K | Sell |
9,720
-144
| -1% | -$2.4K | ﹤0.01% | 5105 |
|
|
2022
Q1 | $177K | Buy |
9,864
+143
| +1% | +$2.66K | ﹤0.01% | 5462 |
|
|
2021
Q4 | $218K | Buy |
9,721
+221
| +2% | +$4.79K | ﹤0.01% | 5611 |
|
|
2021
Q3 | $200K | Sell |
9,500
-5,005
| -35% | -$109K | ﹤0.01% | 5313 |
|
|
2021
Q2 | $314K | Buy |
14,505
+1,379
| +11% | +$28.4K | ﹤0.01% | 5056 |
|
|
2021
Q1 | $268K | Sell |
13,126
-797
| -6% | -$16.6K | ﹤0.01% | 5280 |
|
|
2020
Q4 | $298K | Buy |
13,923
+99
| +0.7% | +$2.07K | ﹤0.01% | 4973 |
|
|
2020
Q3 | $280K | Buy |
13,824
+1,967
| +17% | +$40.6K | ﹤0.01% | 4593 |
|
|
2020
Q2 | $233K | Sell |
11,857
-1,731
| -13% | -$33.3K | ﹤0.01% | 4697 |
|
|
2020
Q1 | $268K | Sell |
13,588
-918
| -6% | -$18.4K | ﹤0.01% | 4490 |
|
|
2019
Q4 | $291K | Buy |
14,506
+3,650
| +34% | +$73.7K | ﹤0.01% | 5318 |
|
|
2019
Q3 | $222K | Sell |
10,856
-2,640
| -20% | -$52.8K | ﹤0.01% | 5166 |
|
|
2019
Q2 | $272K | Buy |
13,496
+1,562
| +13% | +$29.8K | ﹤0.01% | 4712 |
|
|
2019
Q1 | $229K | Sell |
11,934
-3,161
| -21% | -$58.1K | ﹤0.01% | 4527 |
|
|
2018
Q4 | $263K | Buy |
15,095
+1,226
| +9% | +$21.8K | ﹤0.01% | 4745 |
|
|
2018
Q3 | $258K | Buy |
13,869
+1,010
| +8% | +$18.8K | ﹤0.01% | 4863 |
|
|
2018
Q2 | $244K | Sell |
12,859
-71,604
| -85% | -$1.33M | ﹤0.01% | 4806 |
|
|
2018
Q1 | $1.64M | Buy |
84,463
+1,685
| +2% | +$33.2K | ﹤0.01% | 3303 |
|
|
2017
Q4 | $1.65M | Buy |
82,778
+2,684
| +3% | +$53.9K | ﹤0.01% | 3359 |
|
|
2017
Q3 | $1.61M | Buy |
80,094
+4,192
| +6% | +$83.8K | ﹤0.01% | 3311 |
|
|
2017
Q2 | $1.5M | Sell |
75,902
-16,401
| -18% | -$320K | ﹤0.01% | 3264 |
|
|
2017
Q1 | $1.77M | Sell |
92,303
-37,010
| -29% | -$705K | ﹤0.01% | 3045 |
|
|
2016
Q4 | $2.48M | Buy |
+129,313
| New | +$2.45M | ﹤0.01% | 2723 |
|
UBS Group's INSI Position: Q1 2025 in Review
UBS Group sold out of Insight Select Income Fund (INSI) in Q1 2025, closing a stake of 7,477 shares — an estimated $130K sold.
UBS Group first reported a position in INSI in Q4 2016 and held it in 33 quarters. The position peaked at $2.48M in Q4 2016. 0 funds tracked by Wall St. Rank hold INSI as of Q1 2025.
- UBS Group reported no remaining Insight Select Income Fund position as of Q1 2025 after selling out during the quarter.
- UBS Group sold 7,477 Insight Select Income Fund shares in Q1 2025, an estimated $130K.
- UBS Group first reported a position in Insight Select Income Fund in Q4 2016 and held it in 33 quarters.
- UBS Group's Insight Select Income Fund position peaked at $2.48M in Q4 2016.
- 0 funds tracked by Wall St. Rank held Insight Select Income Fund as of Q1 2025.
Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.