UBS Group
LIPO

UBS Group’s Lipella Pharmaceuticals LIPO Stock Holding History

UBS Group’s Portfolio LIPO Stock Details LIPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,097
Closed -$3.95K – 9824
2024
Q2 		$3.95K Buy
+1,097
New +$5.99K ﹤0.01% 8144
2024
Q1 		– Sell
-95
Closed -$776 – 9721
2023
Q4 		$776 Buy
95
+73
+332% +$679 ﹤0.01% 8519
2023
Q3 		$258 Sell
22
-281
-93% -$4.55K ﹤0.01% 8644
2023
Q2 		$5.18K Buy
303
+201
+197% +$3.14K ﹤0.01% 7466
2023
Q1 		$1.58K Sell
102
-95
-48% -$1.86K ﹤0.01% 8702
2022
Q4 		$4.94K Buy
+197
New +$6.01K ﹤0.01% 9243

Other funds holding LIPO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group's LIPO Position: Q3 2024 in Review

UBS Group sold out of Lipella Pharmaceuticals (LIPO) in Q3 2024, closing a stake of 1,097 shares — an estimated $3.95K sold.

UBS Group first reported a position in LIPO in Q4 2022 and held it in 6 quarters. The position peaked at $5.18K in Q2 2023. 5 funds tracked by Wall St. Rank hold LIPO as of Q3 2024.

  • UBS Group reported no remaining Lipella Pharmaceuticals position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 1,097 Lipella Pharmaceuticals shares in Q3 2024, an estimated $3.95K.
  • UBS Group first reported a position in Lipella Pharmaceuticals in Q4 2022 and held it in 6 quarters.
  • UBS Group's Lipella Pharmaceuticals position peaked at $5.18K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Lipella Pharmaceuticals as of Q3 2024.

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