UBS O'Connor’s FirstEnergy FE Stock Holding History

UBS O'Connor’s Portfolio FE Stock Details FE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-50,000	Closed	-$1K	–	663
2014 Q3	$1K	Buy	+50,000	New	+$1.65M	﹤0.01%	450
2013 Q3	–	Sell	-100,000	Closed	-$2K	–	477
2013 Q2	$2K	Buy	+100,000	New	+$4.21M	﹤0.01%	514

Other funds holding FE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS O'Connor's FE Position: Q1 2023 in Review

UBS O'Connor sold out of FirstEnergy (FE) in Q1 2023, closing a stake of 147,545 shares — an estimated $6.19M sold.

UBS O'Connor first reported a position in FE in Q4 2013 and held it in 10 quarters. The position peaked at $41.2M in Q1 2015. 714 funds tracked by Wall St. Rank hold FE as of Q1 2023.

UBS O'Connor reported no remaining FirstEnergy position as of Q1 2023 after selling out during the quarter.
UBS O'Connor sold 147,545 FirstEnergy shares in Q1 2023, an estimated $6.19M.
UBS O'Connor first reported a position in FirstEnergy in Q4 2013 and held it in 10 quarters.
UBS O'Connor's FirstEnergy position peaked at $41.2M in Q1 2015.
714 funds tracked by Wall St. Rank held FirstEnergy as of Q1 2023.

Based on UBS O'Connor's 13F filing for Q1 2023, filed 15 May 2023.