UBS Group’s Sharecare, Inc. Class A Common Stock SHCR Stock Holding History

UBS Group’s Portfolio SHCR Stock Details SHCR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-189,428	Closed	-$269K	–	10712
2024 Q3	$269K	Sell	189,428 -48,985	-21%	-$68K	﹤0.01%	5652
2024 Q2	$322K	Sell	238,413 -105,442	-31%	-$86.6K	﹤0.01%	5331
2024 Q1	$264K	Sell	343,855 -34,499	-9%	-$34.6K	﹤0.01%	5664
2023 Q4	$409K	Buy	378,354 +164,780	+77%	+$169K	﹤0.01%	5252
2023 Q3	$201K	Buy	213,574 +14,861	+7%	+$17.7K	﹤0.01%	5384
2023 Q2	$348K	Buy	198,713 +57,555	+41%	+$90.3K	﹤0.01%	5109
2023 Q1	$200K	Buy	141,158 +58,876	+72%	+$133K	﹤0.01%	5384
2022 Q4	$132K	Buy	82,282 +74,068	+902%	+$137K	﹤0.01%	5839
2022 Q3	$16K	Sell	8,214 -244,681	-97%	-$429K	﹤0.01%	7731
2022 Q2	$399K	Buy	252,895 +214,941	+566%	+$528K	﹤0.01%	4416
2022 Q1	$94K	Buy	+37,954	New	+$125K	﹤0.01%	5980

Other funds holding SHCR

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

UBS Group's SHCR Position: Q4 2024 in Review

UBS Group sold out of Sharecare, Inc. Class A Common Stock (SHCR) in Q4 2024, closing a stake of 189,428 shares — an estimated $269K sold.

UBS Group first reported a position in SHCR in Q1 2022 and held it in 11 quarters. The position peaked at $409K in Q4 2023. 1 fund tracked by Wall St. Rank holds SHCR as of Q4 2024.

UBS Group reported no remaining Sharecare, Inc. Class A Common Stock position as of Q4 2024 after selling out during the quarter.
UBS Group sold 189,428 Sharecare, Inc. Class A Common Stock shares in Q4 2024, an estimated $269K.
UBS Group first reported a position in Sharecare, Inc. Class A Common Stock in Q1 2022 and held it in 11 quarters.
UBS Group's Sharecare, Inc. Class A Common Stock position peaked at $409K in Q4 2023.
1 fund tracked by Wall St. Rank held Sharecare, Inc. Class A Common Stock as of Q4 2024.

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