UOC
COIN icon

UBS O'Connor’s Coinbase COIN Stock Holding History

UBS O'Connor’s Portfolio COIN Stock Details COIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-19,000
Closed -$6.41M – 255
2025
Q3 		$6.41M Buy
+19,000
New +$6.44M 0.21% 52
2022
Q4 		– Sell
-23,000
Closed -$1.48M – 77
2022
Q3 		$1.48M Buy
23,000
+13,000
+130% +$908K 0.02% 692
2022
Q2 		$470K Buy
+10,000
New +$952K ﹤0.01% 820
2022
Q1 		– Sell
-20,000
Closed -$5.05M – 50
2021
Q4 		$5.05M Buy
20,000
+2,000
+11% +$582K 0.05% 238
2021
Q3 		$4.09M Buy
18,000
+3,000
+20% +$738K 0.03% 349
2021
Q2 		$3.8M Buy
+15,000
New +$3.89M 0.03% 345

Other funds holding COIN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PO
Paradigm Operations San Francisco, California $954M AUM 20.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CS
Clear Street New York $17.8B AUM 56.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return