UBS Group’s The Long-Term Care ETF OLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,074
| Closed | -$63K | – | 11406 |
|
|
2021
Q3 | $63K | Buy |
+2,074
| New | +$67.5K | ﹤0.01% | 6158 |
|
|
2021
Q1 | – | Sell |
-317
| Closed | -$9K | – | 9805 |
|
|
2020
Q4 | $9K | Buy |
+317
| New | +$8.79K | ﹤0.01% | 7596 |
|
|
2020
Q3 | – | Sell |
-841
| Closed | -$20K | – | 8656 |
|
|
2020
Q2 | $20K | Buy |
+841
| New | +$18.4K | ﹤0.01% | 6578 |
|
|
2018
Q4 | – | Sell |
-410
| Closed | -$11K | – | 8454 |
|
|
2018
Q3 | $11K | Sell |
410
-317
| -44% | -$8.36K | ﹤0.01% | 7140 |
|
|
2018
Q2 | $18K | Sell |
727
-884
| -55% | -$21K | ﹤0.01% | 6790 |
|
|
2018
Q1 | $36K | Sell |
1,611
-771
| -32% | -$17.5K | ﹤0.01% | 5961 |
|
|
2017
Q4 | $57K | Buy |
2,382
+873
| +58% | +$21.6K | ﹤0.01% | 5738 |
|
|
2017
Q3 | $38K | Buy |
+1,509
| New | +$39.3K | ﹤0.01% | 6008 |
|
UBS Group's OLD Position: Q4 2021 in Review
UBS Group sold out of The Long-Term Care ETF (OLD) in Q4 2021, closing a stake of 2,074 shares — an estimated $63K sold.
UBS Group first reported a position in OLD in Q3 2017 and held it in 8 quarters. The position peaked at $63K in Q3 2021. 0 funds tracked by Wall St. Rank hold OLD as of Q4 2021.
- UBS Group reported no remaining The Long-Term Care ETF position as of Q4 2021 after selling out during the quarter.
- UBS Group sold 2,074 The Long-Term Care ETF shares in Q4 2021, an estimated $63K.
- UBS Group first reported a position in The Long-Term Care ETF in Q3 2017 and held it in 8 quarters.
- UBS Group's The Long-Term Care ETF position peaked at $63K in Q3 2021.
- 0 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q4 2021.
Based on UBS Group's 13F filing for Q4 2021, filed 14 Feb 2022.