UBS Group
ISUN

UBS Group’s iSun, Inc. Common Stock ISUN Stock Holding History

UBS Group’s Portfolio ISUN Stock Details ISUN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-17,798
Closed -$4.45K – 10372
2024
Q1 		$4.45K Buy
17,798
+17,797
+1,779,700% +$3.77K ﹤0.01% 7624
2023
Q4 		$0 Buy
+1
New – ﹤0.01% 10221
2023
Q1 		– Sell
-4,524
Closed -$6.06K – 10794
2022
Q4 		$6.06K Buy
+4,524
New +$8.34K ﹤0.01% 9084
2022
Q3 		– Sell
-1,548
Closed -$5K – 11193
2022
Q2 		$5K Buy
+1,548
New +$5.21K ﹤0.01% 8967
2022
Q1 		– Sell
-3,374
Closed -$20K – 11126
2021
Q4 		$20K Buy
3,374
+476
+16% +$3.61K ﹤0.01% 7861
2021
Q3 		$24K Sell
2,898
-175
-6% -$1.57K ﹤0.01% 6989
2021
Q2 		$35K Buy
3,073
+1,595
+108% +$16.9K ﹤0.01% 6781
2021
Q1 		$20K Sell
1,478
-3,529
-70% -$57.4K ﹤0.01% 7397
2020
Q4 		$30K Buy
5,007
+3,612
+259% +$24.9K ﹤0.01% 6641
2020
Q3 		$10K Sell
1,395
-1,572
-53% -$6.41K ﹤0.01% 6874
2020
Q2 		$11K Buy
2,967
+2,524
+570% +$9.21K ﹤0.01% 6966
2020
Q1 		$1K Buy
+443
New +$1.53K ﹤0.01% 7825
2019
Q4 		– Sell
-802
Closed -$4K – 8491
2019
Q3 		$4K Buy
+802
New +$4.04K ﹤0.01% 7575
2019
Q2 		– Sell
-2,910
Closed -$30K – 8233
2019
Q1 		$30K Buy
2,910
+200
+7% +$2.04K ﹤0.01% 5952
2018
Q4 		$16K Buy
2,710
+908
+50% +$9.93K ﹤0.01% 6959
2018
Q3 		$21K Hold
1,802
– – ﹤0.01% 6773
2018
Q2 		$19K Sell
1,802
-689
-28% -$7.27K ﹤0.01% 6743
2018
Q1 		$26K Buy
2,491
+201
+9% +$2.09K ﹤0.01% 6225
2017
Q4 		$24K Buy
2,290
+490
+27% +$5.04K ﹤0.01% 6419
2017
Q3 		$18K Buy
1,800
+1,700
+1,700% +$17.4K ﹤0.01% 6538
2017
Q2 		$1K Hold
100
– – ﹤0.01% 7531
2017
Q1 		$1K Hold
100
– – ﹤0.01% 7482
2016
Q4 		$1K Sell
100
-2,316
-96% -$23.4K ﹤0.01% 7658
2016
Q3 		$24K Buy
+2,416
New +$24.1K ﹤0.01% 6164

Other funds holding ISUN

EFM
Eley Financial Management South Burlington, Vermont $277M AUM 20.41% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's ISUN Position: Q2 2024 in Review

UBS Group sold out of iSun, Inc. Common Stock (ISUN) in Q2 2024, closing a stake of 17,798 shares — an estimated $4.45K sold.

UBS Group first reported a position in ISUN in Q3 2016 and held it in 24 quarters. The position peaked at $35K in Q2 2021. 4 funds tracked by Wall St. Rank hold ISUN as of Q2 2024.

  • UBS Group reported no remaining iSun, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • UBS Group sold 17,798 iSun, Inc. Common Stock shares in Q2 2024, an estimated $4.45K.
  • UBS Group first reported a position in iSun, Inc. Common Stock in Q3 2016 and held it in 24 quarters.
  • UBS Group's iSun, Inc. Common Stock position peaked at $35K in Q2 2021.
  • 4 funds tracked by Wall St. Rank held iSun, Inc. Common Stock as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.