UBS Group
NATI

UBS Group’s National Instruments Corp NATI Stock Holding History

UBS Group’s Portfolio NATI Stock Details NATI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,411,098
Closed -$84.1M – 10535
2023
Q3 		$84.1M Buy
1,411,098
+1,027,835
+268% +$60.4M 0.03% 573
2023
Q2 		$22M Buy
383,263
+279,727
+270% +$16M 0.01% 1382
2023
Q1 		$5.43M Sell
103,536
-54,157
-34% -$2.72M ﹤0.01% 2437
2022
Q4 		$5.82M Buy
157,693
+61,655
+64% +$2.41M ﹤0.01% 2350
2022
Q3 		$3.63M Buy
96,038
+29,039
+43% +$1.1M ﹤0.01% 2633
2022
Q2 		$2.09M Sell
66,999
-24,112
-26% -$854K ﹤0.01% 3105
2022
Q1 		$3.7M Buy
91,111
+4,646
+5% +$188K ﹤0.01% 2837
2021
Q4 		$3.78M Buy
86,465
+3,172
+4% +$135K ﹤0.01% 3144
2021
Q3 		$3.27M Buy
83,293
+1,553
+2% +$65K ﹤0.01% 3130
2021
Q2 		$3.46M Buy
81,740
+8,066
+11% +$340K ﹤0.01% 3048
2021
Q1 		$3.18M Buy
73,674
+15,022
+26% +$660K ﹤0.01% 3071
2020
Q4 		$2.58M Sell
58,652
-20,411
-26% -$762K ﹤0.01% 3147
2020
Q3 		$2.82M Buy
79,063
+72,720
+1,146% +$2.64M ﹤0.01% 2728
2020
Q2 		$246K Buy
6,343
+1,661
+35% +$62.8K ﹤0.01% 4653
2020
Q1 		$155K Sell
4,682
-131,513
-97% -$5.26M ﹤0.01% 4920
2019
Q4 		$5.77M Buy
136,195
+50,167
+58% +$2.1M ﹤0.01% 2478
2019
Q3 		$3.61M Sell
86,028
-1,119
-1% -$48K ﹤0.01% 2693
2019
Q2 		$3.66M Sell
87,147
-131,868
-60% -$5.62M ﹤0.01% 2591
2019
Q1 		$9.72M Buy
219,015
+9,819
+5% +$445K ﹤0.01% 1699
2018
Q4 		$9.49M Buy
209,196
+149,080
+248% +$6.96M ﹤0.01% 1610
2018
Q3 		$2.91M Sell
60,116
-11,386
-16% -$519K ﹤0.01% 2855
2018
Q2 		$3M Buy
71,502
+21,889
+44% +$970K ﹤0.01% 2801
2018
Q1 		$2.51M Sell
49,613
-124,555
-72% -$6.06M ﹤0.01% 2943
2017
Q4 		$7.25M Buy
174,168
+148,009
+566% +$6.47M ﹤0.01% 1996
2017
Q3 		$1.1M Buy
26,159
+12,720
+95% +$518K ﹤0.01% 3636
2017
Q2 		$541K Sell
13,439
-1,627
-11% -$59.2K ﹤0.01% 4070
2017
Q1 		$491K Sell
15,066
-5,129
-25% -$163K ﹤0.01% 4057
2016
Q4 		$623K Sell
20,195
-27,084
-57% -$789K ﹤0.01% 3946
2016
Q3 		$1.34M Buy
47,279
+28,392
+150% +$797K ﹤0.01% 3190
2016
Q2 		$517K Buy
18,887
+311
+2% +$8.67K ﹤0.01% 3862
2016
Q1 		$559K Sell
18,576
-31,200
-63% -$895K ﹤0.01% 3695
2015
Q4 		$1.43M Buy
49,776
+29,360
+144% +$869K ﹤0.01% 3119
2015
Q3 		$568K Buy
20,416
+2,722
+15% +$77.4K ﹤0.01% 3795
2015
Q2 		$522K Buy
17,694
+4,251
+32% +$131K ﹤0.01% 4089
2015
Q1 		$430K Buy
13,443
+521
+4% +$16.2K ﹤0.01% 4258
2014
Q4 		$402K Buy
+12,922
New +$401K ﹤0.01% 4377

Other funds holding NATI

GAM
Gotham Asset Management New York $32.7B AUM 27.65% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

UBS Group's NATI Position: Q4 2023 in Review

UBS Group sold out of National Instruments Corp (NATI) in Q4 2023, closing a stake of 1,411,098 shares — an estimated $84.1M sold.

UBS Group first reported a position in NATI in Q4 2014 and held it in 36 quarters. The position peaked at $84.1M in Q3 2023. 3 funds tracked by Wall St. Rank hold NATI as of Q4 2023.

  • UBS Group reported no remaining National Instruments Corp position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 1,411,098 National Instruments Corp shares in Q4 2023, an estimated $84.1M.
  • UBS Group first reported a position in National Instruments Corp in Q4 2014 and held it in 36 quarters.
  • UBS Group's National Instruments Corp position peaked at $84.1M in Q3 2023.
  • 3 funds tracked by Wall St. Rank held National Instruments Corp as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.