UBS Group
LOCL icon

UBS Group’s Local Bounti LOCL Stock Holding History

UBS Group’s Portfolio LOCL Stock Details LOCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,985
Closed -$39.7K – 10655
2025
Q2 		$39.7K Buy
16,985
+16,694
+5,737% +$41.2K ﹤0.01% 7959
2025
Q1 		$599 Sell
291
-3,333
-92% -$7.26K ﹤0.01% 9720
2024
Q4 		$7.5K Buy
3,624
+2,793
+336% +$6.1K ﹤0.01% 8469
2024
Q3 		$2.08K Buy
+831
New +$2.21K ﹤0.01% 8503
2023
Q2 		– Sell
-1,613
Closed -$16.7K – 9324
2023
Q1 		$16.7K Buy
1,613
+653
+68% +$6.98K ﹤0.01% 7217
2022
Q4 		$17.3K Buy
+960
New +$29.9K ﹤0.01% 7841
2022
Q2 		– Sell
-2
Closed – – 10659
2022
Q1 		$0 Buy
+2
New +$151 ﹤0.01% 10622

Other funds holding LOCL

CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BP
BBR Partners New York $1.79B AUM 16.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $129M AUM 25.5% 1-Year Est. Return