UBS Group’s Navios Maritime Holdings Inc. NM Stock Holding History

UBS Group’s Portfolio NM Stock Details NM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-570	Closed	-$10K	–	8334
2015 Q4	$10K	Hold	570	–	–	﹤0.01%	7297
2015 Q3	$14K	Hold	570	–	–	﹤0.01%	7034
2015 Q2	$21K	Hold	570	–	–	﹤0.01%	6838
2015 Q1	$24K	Hold	570	–	–	﹤0.01%	6808
2014 Q4	$23K	Buy	+570	New	+$28.5K	﹤0.01%	7455

Other funds holding NM

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's NM Position: Q4 2023 in Review

UBS Group sold out of Navios Maritime Holdings Inc. (NM) in Q4 2023, closing a stake of 140 shares — an estimated $280 sold.

UBS Group first reported a position in NM in Q4 2014 and held it in 36 quarters. The position peaked at $541K in Q3 2017. 1 fund tracked by Wall St. Rank holds NM as of Q4 2023.

UBS Group reported no remaining Navios Maritime Holdings Inc. position as of Q4 2023 after selling out during the quarter.
UBS Group sold 140 Navios Maritime Holdings Inc. shares in Q4 2023, an estimated $280.
UBS Group first reported a position in Navios Maritime Holdings Inc. in Q4 2014 and held it in 36 quarters.
UBS Group's Navios Maritime Holdings Inc. position peaked at $541K in Q3 2017.
1 fund tracked by Wall St. Rank held Navios Maritime Holdings Inc. as of Q4 2023.

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