UBS Group’s CarLotz, Inc. Class A Common Stock LOTZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-12,828
Closed -$3K 11736
2022
Q3
$3K Buy
12,828
+2,636
+26% +$1.15K ﹤0.01% 9670
2022
Q2
$4K Buy
10,192
+8,992
+749% +$6.66K ﹤0.01% 9245
2022
Q1
$2K Sell
1,200
-1,535
-56% -$2.89K ﹤0.01% 9785
2021
Q4
$6K Buy
2,735
+1,535
+128% +$5.03K ﹤0.01% 9345
2021
Q3
$5K Sell
1,200
-2,449
-67% -$10.6K ﹤0.01% 8595
2021
Q2
$20K Sell
3,649
-345
-9% -$2.17K ﹤0.01% 7365
2021
Q1
$29K Buy
+3,994
New +$38.7K ﹤0.01% 7052
2020
Q4
Sell
-2,086
Closed -$21K 8949
2020
Q3
$21K Buy
+2,086
New +$21.4K ﹤0.01% 6292
2020
Q2
Sell
-291
Closed -$3K 8529
2020
Q1
$3K Buy
+291
New +$2.91K ﹤0.01% 7553

UBS Group's LOTZ Position: Q4 2022 in Review

UBS Group sold out of CarLotz, Inc. Class A Common Stock (LOTZ) in Q4 2022, closing a stake of 12,828 shares — an estimated $3K sold.

UBS Group first reported a position in LOTZ in Q1 2020 and held it in 9 quarters. The position peaked at $29K in Q1 2021. 1 fund tracked by Wall St. Rank holds LOTZ as of Q4 2022.

  • UBS Group reported no remaining CarLotz, Inc. Class A Common Stock position as of Q4 2022 after selling out during the quarter.
  • UBS Group sold 12,828 CarLotz, Inc. Class A Common Stock shares in Q4 2022, an estimated $3K.
  • UBS Group first reported a position in CarLotz, Inc. Class A Common Stock in Q1 2020 and held it in 9 quarters.
  • UBS Group's CarLotz, Inc. Class A Common Stock position peaked at $29K in Q1 2021.
  • 1 fund tracked by Wall St. Rank held CarLotz, Inc. Class A Common Stock as of Q4 2022.

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