UBS Group’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History

UBS Group’s Portfolio SFR Stock Details SFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,732	Closed	-$281	–	10494
2023 Q3	$281	Buy	+1,732	New	+$488	﹤0.01%	8625
2023 Q1	–	Sell	-1,572	Closed	-$1.81K	–	11005
2022 Q4	$1.81K	Buy	1,572 +608	+63%	+$4.52K	﹤0.01%	9788
2022 Q3	$10K	Buy	964 +15	+2%	+$149	﹤0.01%	8496
2022 Q2	$9K	Buy	+949	New	+$9.34K	﹤0.01%	8214
2022 Q1	–	Sell	-1,542	Closed	-$15K	–	11216
2021 Q4	$15K	Sell	1,542 -995	-39%	-$9.74K	﹤0.01%	8281
2021 Q3	$25K	Buy	+2,537	New	+$24.7K	﹤0.01%	6940

Other funds holding SFR

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

UBS Group's SFR Position: Q4 2023 in Review

UBS Group sold out of Appreciate Holdings, Inc. Class A Common Stock (SFR) in Q4 2023, closing a stake of 1,732 shares — an estimated $281 sold.

UBS Group first reported a position in SFR in Q3 2021 and held it in 6 quarters. The position peaked at $25K in Q3 2021. 2 funds tracked by Wall St. Rank hold SFR as of Q4 2023.

UBS Group reported no remaining Appreciate Holdings, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
UBS Group sold 1,732 Appreciate Holdings, Inc. Class A Common Stock shares in Q4 2023, an estimated $281.
UBS Group first reported a position in Appreciate Holdings, Inc. Class A Common Stock in Q3 2021 and held it in 6 quarters.
UBS Group's Appreciate Holdings, Inc. Class A Common Stock position peaked at $25K in Q3 2021.
2 funds tracked by Wall St. Rank held Appreciate Holdings, Inc. Class A Common Stock as of Q4 2023.

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