UBS Group
MOHR

UBS Group’s Mohr Growth ETF MOHR Stock Holding History

UBS Group’s Portfolio MOHR Stock Details MOHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-43
Closed -$944 – 10297
2024
Q1 		$944 Sell
43
-260
-86% -$5.45K ﹤0.01% 8298
2023
Q4 		$6.04K Buy
+303
New +$5.67K ﹤0.01% 7732
2023
Q3 		– Sell
-380
Closed -$7.52K – 10131
2023
Q2 		$7.52K Sell
380
-3,847
-91% -$74.6K ﹤0.01% 7285
2023
Q1 		$82.2K Buy
4,227
+3,338
+375% +$64.9K ﹤0.01% 6076
2022
Q4 		$17.4K Sell
889
-3,062
-77% -$59.9K ﹤0.01% 7836
2022
Q3 		$77K Buy
3,951
+2,928
+286% +$59.3K ﹤0.01% 5952
2022
Q2 		$21K Buy
1,023
+974
+1,988% +$21.2K ﹤0.01% 6836
2022
Q1 		$1K Sell
49
-50
-51% -$1.16K ﹤0.01% 9973
2021
Q4 		$2K Buy
+99
New +$2.47K ﹤0.01% 9851

Other funds holding MOHR

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's MOHR Position: Q2 2024 in Review

UBS Group sold out of Mohr Growth ETF (MOHR) in Q2 2024, closing a stake of 43 shares — an estimated $944 sold.

UBS Group first reported a position in MOHR in Q4 2021 and held it in 9 quarters. The position peaked at $82.2K in Q1 2023. 7 funds tracked by Wall St. Rank hold MOHR as of Q2 2024.

  • UBS Group reported no remaining Mohr Growth ETF position as of Q2 2024 after selling out during the quarter.
  • UBS Group sold 43 Mohr Growth ETF shares in Q2 2024, an estimated $944.
  • UBS Group first reported a position in Mohr Growth ETF in Q4 2021 and held it in 9 quarters.
  • UBS Group's Mohr Growth ETF position peaked at $82.2K in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Mohr Growth ETF as of Q2 2024.

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