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Verus Capital Partners’s UBS Group UBS Stock Holding History

Verus Capital Partners’s Portfolio UBS Stock Details UBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,550
Closed -$168K – 291
2022
Q3 		$168K Buy
+11,550
New +$185K 0.03% 252
2022
Q2 		– Sell
-10,150
Closed -$188K – 329
2022
Q1 		$188K Buy
+10,150
New +$192K 0.03% 309

Other funds holding UBS

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Verus Capital Partners's UBS Position: Q4 2022 in Review

Verus Capital Partners sold out of UBS Group (UBS) in Q4 2022, closing a stake of 11,550 shares — an estimated $168K sold.

Verus Capital Partners first reported a position in UBS in Q1 2022 and held it in 2 quarters. The position peaked at $188K in Q1 2022. 376 funds tracked by Wall St. Rank hold UBS as of Q4 2022.

  • Verus Capital Partners reported no remaining UBS Group position as of Q4 2022 after selling out during the quarter.
  • Verus Capital Partners sold 11,550 UBS Group shares in Q4 2022, an estimated $168K.
  • Verus Capital Partners first reported a position in UBS Group in Q1 2022 and held it in 2 quarters.
  • Verus Capital Partners's UBS Group position peaked at $188K in Q1 2022.
  • 376 funds tracked by Wall St. Rank held UBS Group as of Q4 2022.

Based on Verus Capital Partners's 13F filing for Q4 2022, filed 14 Feb 2023.