Vigilant Capital Management’s UBS Group UBS Stock Holding History

Vigilant Capital Management’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	-1,115	Closed	-$16K	–	565
2022 Q3	$16K	Hold	1,115	–	–	﹤0.01%	415
2022 Q2	$18K	Buy	+1,115	New	+$19.5K	﹤0.01%	378
2021 Q4	–	Sell	-996	Closed	-$16K	–	752
2021 Q3	$16K	Buy	+996	New	+$16.1K	﹤0.01%	399
2017 Q3	–	Sell	-96	Closed	-$2K	–	300
2017 Q2	$2K	Buy	+96	New	+$1.56K	﹤0.01%	270

Other funds holding UBS

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Vigilant Capital Management's UBS Position: Q4 2022 in Review

Vigilant Capital Management sold out of UBS Group (UBS) in Q4 2022, closing a stake of 1,115 shares — an estimated $16K sold.

Vigilant Capital Management first reported a position in UBS in Q2 2017 and held it in 4 quarters. The position peaked at $18K in Q2 2022. 376 funds tracked by Wall St. Rank hold UBS as of Q4 2022.

Vigilant Capital Management reported no remaining UBS Group position as of Q4 2022 after selling out during the quarter.
Vigilant Capital Management sold 1,115 UBS Group shares in Q4 2022, an estimated $16K.
Vigilant Capital Management first reported a position in UBS Group in Q2 2017 and held it in 4 quarters.
Vigilant Capital Management's UBS Group position peaked at $18K in Q2 2022.
376 funds tracked by Wall St. Rank held UBS Group as of Q4 2022.

Based on Vigilant Capital Management's 13F filing for Q4 2022, filed 26 Jan 2023.