UBS Group’s Kelly Residential & Apartment Real Estate ETF RESI Stock Holding History

UBS Group’s Portfolio RESI Stock Details RESI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-133	Closed	-$1.3K	–	10590
2023 Q3	$1.3K	Buy	133 +8	+6%	+$85	﹤0.01%	7992
2023 Q2	$1.35K	Sell	125 -94	-43%	-$981	﹤0.01%	7941
2023 Q1	$2.22K	Sell	219 -1,203	-85%	-$12.8K	﹤0.01%	8550
2022 Q4	$14.3K	Sell	1,422 -81	-5%	-$860	﹤0.01%	8091
2022 Q3	$16K	Buy	1,503 +212	+16%	+$2.58K	﹤0.01%	7772
2022 Q2	$15K	Buy	1,291 +640	+98%	+$8.38K	﹤0.01%	7371
2022 Q1	$9K	Buy	+651	New	+$9.2K	﹤0.01%	8635

UBS Group's RESI Position: Q4 2023 in Review

UBS Group sold out of Kelly Residential & Apartment Real Estate ETF (RESI) in Q4 2023, closing a stake of 133 shares — an estimated $1.3K sold.

UBS Group first reported a position in RESI in Q1 2022 and held it in 7 quarters. The position peaked at $16K in Q3 2022. 0 funds tracked by Wall St. Rank hold RESI as of Q4 2023.

UBS Group reported no remaining Kelly Residential & Apartment Real Estate ETF position as of Q4 2023 after selling out during the quarter.
UBS Group sold 133 Kelly Residential & Apartment Real Estate ETF shares in Q4 2023, an estimated $1.3K.
UBS Group first reported a position in Kelly Residential & Apartment Real Estate ETF in Q1 2022 and held it in 7 quarters.
UBS Group's Kelly Residential & Apartment Real Estate ETF position peaked at $16K in Q3 2022.
0 funds tracked by Wall St. Rank held Kelly Residential & Apartment Real Estate ETF as of Q4 2023.

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