UBS Group
ORAN

UBS Group’s Orange ORAN Stock Holding History

UBS Group’s Portfolio ORAN Stock Details ORAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-160,072
Closed -$1.84M – 10728
2024
Q3 		$1.84M Sell
160,072
-16,849
-10% -$191K ﹤0.01% 4076
2024
Q2 		$1.77M Sell
176,921
-259,386
-59% -$2.89M ﹤0.01% 3891
2024
Q1 		$5.14M Buy
436,307
+5,864
+1% +$68.6K ﹤0.01% 2945
2023
Q4 		$4.92M Buy
430,443
+100,741
+31% +$1.18M ﹤0.01% 2797
2023
Q3 		$3.79M Buy
329,702
+278,550
+545% +$3.18M ﹤0.01% 2847
2023
Q2 		$595K Buy
51,152
+9,560
+23% +$116K ﹤0.01% 4676
2023
Q1 		$496K Sell
41,592
-151
-0.4% -$1.67K ﹤0.01% 4698
2022
Q4 		$412K Buy
41,743
+5,951
+17% +$57.5K ﹤0.01% 4860
2022
Q3 		$321K Sell
35,792
-4,623
-11% -$47.2K ﹤0.01% 4718
2022
Q2 		$476K Buy
40,415
+159
+0.4% +$1.91K ﹤0.01% 4294
2022
Q1 		$476K Sell
40,256
-2,670
-6% -$31.2K ﹤0.01% 4734
2021
Q4 		$453K Sell
42,926
-13,835
-24% -$150K ﹤0.01% 5057
2021
Q3 		$615K Sell
56,761
-8,302
-13% -$93.4K ﹤0.01% 4580
2021
Q2 		$744K Buy
65,063
+6,083
+10% +$75.9K ﹤0.01% 4421
2021
Q1 		$727K Buy
58,980
+6,835
+13% +$82.5K ﹤0.01% 4559
2020
Q4 		$619K Sell
52,145
-39,317
-43% -$460K ﹤0.01% 4426
2020
Q3 		$949K Buy
91,462
+30,772
+51% +$356K ﹤0.01% 3680
2020
Q2 		$722K Buy
60,690
+8,102
+15% +$96.5K ﹤0.01% 3814
2020
Q1 		$635K Buy
52,588
+1,660
+3% +$22.5K ﹤0.01% 3754
2019
Q4 		$743K Sell
50,928
-25,064
-33% -$394K ﹤0.01% 4486
2019
Q3 		$1.18M Sell
75,992
-97,109
-56% -$1.47M ﹤0.01% 3816
2019
Q2 		$2.72M Sell
173,101
-23,017
-12% -$363K ﹤0.01% 2872
2019
Q1 		$3.2M Buy
196,118
+36,251
+23% +$562K ﹤0.01% 2576
2018
Q4 		$2.59M Buy
159,867
+9,076
+6% +$147K ﹤0.01% 2779
2018
Q3 		$2.4M Sell
150,791
-2,291
-1% -$37.8K ﹤0.01% 3056
2018
Q2 		$2.55M Buy
153,082
+2,534
+2% +$44.1K ﹤0.01% 2940
2018
Q1 		$2.57M Sell
150,548
-4,730
-3% -$82.1K ﹤0.01% 2913
2017
Q4 		$2.7M Sell
155,278
-6,091
-4% -$102K ﹤0.01% 2932
2017
Q3 		$2.65M Sell
161,369
-8,022
-5% -$134K ﹤0.01% 2851
2017
Q2 		$2.71M Buy
169,391
+101,669
+150% +$1.65M ﹤0.01% 2725
2017
Q1 		$1.05M Buy
67,722
+30,125
+80% +$468K ﹤0.01% 3485
2016
Q4 		$569K Buy
37,597
+780
+2% +$11.7K ﹤0.01% 4017
2016
Q3 		$573K Sell
36,817
-87,873
-70% -$1.35M ﹤0.01% 3827
2016
Q2 		$2.05M Buy
124,690
+63,822
+105% +$1.07M ﹤0.01% 2757
2016
Q1 		$1.06M Sell
60,868
-50,024
-45% -$863K ﹤0.01% 3202
2015
Q4 		$1.84M Buy
110,892
+282
+0.3% +$4.73K ﹤0.01% 2866
2015
Q3 		$1.67M Sell
110,610
-69,952
-39% -$1.11M ﹤0.01% 2903
2015
Q2 		$2.77M Sell
180,562
-41,893
-19% -$676K ﹤0.01% 2661
2015
Q1 		$3.56M Buy
222,455
+92,119
+71% +$1.58M ﹤0.01% 2378
2014
Q4 		$2.21M Buy
+130,336
New +$2.07M ﹤0.01% 2813

Other funds holding ORAN

MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
LM
Lincluden Management Mississauga, Ontario, Canada $1.02B AUM 30.07% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

UBS Group's ORAN Position: Q4 2024 in Review

UBS Group sold out of Orange (ORAN) in Q4 2024, closing a stake of 160,072 shares — an estimated $1.84M sold.

UBS Group first reported a position in ORAN in Q4 2014 and held it in 40 quarters. The position peaked at $5.14M in Q1 2024. 46 funds tracked by Wall St. Rank hold ORAN as of Q4 2024.

  • UBS Group reported no remaining Orange position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 160,072 Orange shares in Q4 2024, an estimated $1.84M.
  • UBS Group first reported a position in Orange in Q4 2014 and held it in 40 quarters.
  • UBS Group's Orange position peaked at $5.14M in Q1 2024.
  • 46 funds tracked by Wall St. Rank held Orange as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.