UBS Group’s Qualtrics International Inc. Class A Common Stock XM Stock Holding History

UBS Group’s Portfolio XM Stock Details XM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-295,945	Closed	-$5.28M	–	10226
2023 Q1	$5.28M	Buy	295,945 +277,311	+1,488%	+$4.24M	﹤0.01%	2463
2022 Q4	$193K	Sell	18,634 -53,567	-74%	-$561K	﹤0.01%	5484
2022 Q3	$735K	Sell	72,201 -300,462	-81%	-$3.73M	﹤0.01%	4005
2022 Q2	$4.66M	Buy	372,663 +363,458	+3,948%	+$6.47M	﹤0.01%	2439
2022 Q1	$263K	Sell	9,205 -1,154	-11%	-$33.3K	﹤0.01%	5163
2021 Q4	$367K	Sell	10,359 -198,577	-95%	-$7.72M	﹤0.01%	5221
2021 Q3	$8.93M	Buy	208,936 +194,476	+1,345%	+$8.23M	﹤0.01%	2117
2021 Q2	$553K	Buy	14,460 +26	+0.2%	+$913	﹤0.01%	4645
2021 Q1	$475K	Buy	+14,434	New	+$586K	﹤0.01%	4912

Other funds holding XM

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KLWA

Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return

UBS Group's XM Position: Q2 2023 in Review

UBS Group sold out of Qualtrics International Inc. Class A Common Stock (XM) in Q2 2023, closing a stake of 295,945 shares — an estimated $5.28M sold.

UBS Group first reported a position in XM in Q1 2021 and held it in 9 quarters. The position peaked at $8.93M in Q3 2021. 3 funds tracked by Wall St. Rank hold XM as of Q2 2023.

UBS Group reported no remaining Qualtrics International Inc. Class A Common Stock position as of Q2 2023 after selling out during the quarter.
UBS Group sold 295,945 Qualtrics International Inc. Class A Common Stock shares in Q2 2023, an estimated $5.28M.
UBS Group first reported a position in Qualtrics International Inc. Class A Common Stock in Q1 2021 and held it in 9 quarters.
UBS Group's Qualtrics International Inc. Class A Common Stock position peaked at $8.93M in Q3 2021.
3 funds tracked by Wall St. Rank held Qualtrics International Inc. Class A Common Stock as of Q2 2023.

Based on UBS Group's 13F filing for Q2 2023, filed 11 Aug 2023.