UBS Group
PACW

UBS Group’s PacWest Bancorp PACW Stock Holding History

UBS Group’s Portfolio PACW Stock Details PACW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,488
Closed -$130K – 10391
2023
Q3 		$130K Buy
16,488
+8,862
+116% +$73.9K ﹤0.01% 5665
2023
Q2 		$62.2K Sell
7,626
-8,844
-54% -$71.3K ﹤0.01% 6355
2023
Q1 		$160K Buy
16,470
+1,983
+14% +$44.1K ﹤0.01% 5564
2022
Q4 		$332K Sell
14,487
-156,642
-92% -$3.8M ﹤0.01% 5036
2022
Q3 		$3.87M Buy
171,129
+59,144
+53% +$1.59M ﹤0.01% 2589
2022
Q2 		$2.99M Buy
111,985
+33,988
+44% +$1.1M ﹤0.01% 2805
2022
Q1 		$3.36M Buy
77,997
+6,262
+9% +$296K ﹤0.01% 2949
2021
Q4 		$3.24M Sell
71,735
-78,127
-52% -$3.64M ﹤0.01% 3284
2021
Q3 		$6.79M Sell
149,862
-61,430
-29% -$2.55M ﹤0.01% 2365
2021
Q2 		$8.7M Buy
211,292
+63,814
+43% +$2.73M ﹤0.01% 2161
2021
Q1 		$5.63M Sell
147,478
-42,495
-22% -$1.49M ﹤0.01% 2470
2020
Q4 		$4.83M Buy
189,973
+54,053
+40% +$1.21M ﹤0.01% 2482
2020
Q3 		$2.32M Sell
135,920
-32,362
-19% -$600K ﹤0.01% 2915
2020
Q2 		$3.32M Buy
168,282
+14,814
+10% +$274K ﹤0.01% 2406
2020
Q1 		$2.75M Sell
153,468
-134,131
-47% -$4.2M ﹤0.01% 2451
2019
Q4 		$11M Buy
287,599
+32,786
+13% +$1.23M ﹤0.01% 1878
2019
Q3 		$9.26M Buy
254,813
+21,917
+9% +$792K ﹤0.01% 1830
2019
Q2 		$9.04M Sell
232,896
-74,264
-24% -$2.87M ﹤0.01% 1845
2019
Q1 		$11.6M Buy
307,160
+79,293
+35% +$3.07M ﹤0.01% 1557
2018
Q4 		$7.58M Sell
227,867
-16,040
-7% -$639K ﹤0.01% 1804
2018
Q3 		$11.6M Buy
243,907
+95,438
+64% +$4.81M ﹤0.01% 1653
2018
Q2 		$7.34M Sell
148,469
-51,894
-26% -$2.71M ﹤0.01% 1992
2018
Q1 		$9.92M Buy
200,363
+102,177
+104% +$5.34M ﹤0.01% 1684
2017
Q4 		$4.95M Buy
98,186
+1,207
+1% +$57.6K ﹤0.01% 2368
2017
Q3 		$4.9M Sell
96,979
-11,143
-10% -$521K ﹤0.01% 2229
2017
Q2 		$5.05M Buy
108,122
+652
+0.6% +$31.8K ﹤0.01% 2140
2017
Q1 		$5.72M Buy
107,470
+42,727
+66% +$2.34M ﹤0.01% 1974
2016
Q4 		$3.52M Sell
64,743
-11,832
-15% -$572K ﹤0.01% 2397
2016
Q3 		$3.29M Sell
76,575
-30,703
-29% -$1.28M ﹤0.01% 2413
2016
Q2 		$4.27M Sell
107,278
-7,768
-7% -$305K ﹤0.01% 2083
2016
Q1 		$4.27M Sell
115,046
-11,559
-9% -$409K ﹤0.01% 2006
2015
Q4 		$5.46M Buy
126,605
+20,028
+19% +$901K ﹤0.01% 1884
2015
Q3 		$4.56M Sell
106,577
-76,048
-42% -$3.41M ﹤0.01% 2001
2015
Q2 		$8.54M Buy
182,625
+56,080
+44% +$2.59M 0.01% 1587
2015
Q1 		$5.93M Buy
126,545
+98,846
+357% +$4.46M ﹤0.01% 1921
2014
Q4 		$1.26M Buy
+27,699
New +$1.21M ﹤0.01% 3385

Other funds holding PACW

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
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $567M AUM 16.01% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

UBS Group's PACW Position: Q4 2023 in Review

UBS Group sold out of PacWest Bancorp (PACW) in Q4 2023, closing a stake of 16,488 shares — an estimated $130K sold.

UBS Group first reported a position in PACW in Q4 2014 and held it in 36 quarters. The position peaked at $11.6M in Q3 2018. 4 funds tracked by Wall St. Rank hold PACW as of Q4 2023.

  • UBS Group reported no remaining PacWest Bancorp position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 16,488 PacWest Bancorp shares in Q4 2023, an estimated $130K.
  • UBS Group first reported a position in PacWest Bancorp in Q4 2014 and held it in 36 quarters.
  • UBS Group's PacWest Bancorp position peaked at $11.6M in Q3 2018.
  • 4 funds tracked by Wall St. Rank held PacWest Bancorp as of Q4 2023.

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