Voloridge Investment Management
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Voloridge Investment Management’s UBS Group UBS Stock Holding History

Voloridge Investment 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
2023
Q4 		– Sell
-362,602
Closed -$8.94M – 1493
2023
Q3 		$8.94M Sell
362,602
-19,442
-5% -$454K 0.04% 484
2023
Q2 		$7.74M Buy
+382,044
New +$7.68M 0.04% 537
2022
Q4 		– Sell
-11,914
Closed -$173K – 1648
2022
Q3 		$173K Buy
+11,914
New +$191K ﹤0.01% 1358
2022
Q1 		– Sell
-61,838
Closed -$1.1M – 1711
2021
Q4 		$1.1M Buy
+61,838
New +$1.09M 0.01% 1245
2021
Q1 		– Sell
-100,094
Closed -$1.41M – 1675
2020
Q4 		$1.41M Buy
+100,094
New +$1.33M 0.01% 858
2019
Q3 		– Sell
-182,111
Closed -$2.16M – 1227
2019
Q2 		$2.16M Buy
182,111
+31,205
+21% +$382K 0.06% 312
2019
Q1 		$1.83M Buy
150,906
+79,611
+112% +$1.01M 0.06% 316
2018
Q4 		$883K Buy
+71,295
New +$967K 0.04% 282
2018
Q3 		– Sell
-341,840
Closed -$5.24M – 470
2018
Q2 		$5.24M Buy
341,840
+202,614
+146% +$3.3M 0.14% 154
2018
Q1 		$2.46M Sell
139,226
-163,002
-54% -$3.1M 0.06% 259
2017
Q4 		$5.56M Buy
302,228
+152,873
+102% +$2.66M 0.12% 185
2017
Q3 		$2.56M Buy
149,355
+84,993
+132% +$1.45M 0.06% 252
2017
Q2 		$1.09M Buy
+64,362
New +$1.05M 0.03% 314
2016
Q3 		– Sell
-10,350
Closed -$134K – 341
2016
Q2 		$134K Buy
+10,350
New +$158K ﹤0.01% 279

Other funds holding UBS

Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Zurich Cantonal Bank
Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return
CCI
Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Voloridge Investment Management's UBS Position: Q4 2023 in Review

Voloridge Investment Management sold out of UBS Group (UBS) in Q4 2023, closing a stake of 362,602 shares — an estimated $8.94M sold.

Voloridge Investment Management first reported a position in UBS in Q2 2016 and held it in 14 quarters. The position peaked at $8.94M in Q3 2023. 526 funds tracked by Wall St. Rank hold UBS as of Q4 2023.

  • Voloridge Investment Management reported no remaining UBS Group position as of Q4 2023 after selling out during the quarter.
  • Voloridge Investment Management sold 362,602 UBS Group shares in Q4 2023, an estimated $8.94M.
  • Voloridge Investment Management first reported a position in UBS Group in Q2 2016 and held it in 14 quarters.
  • Voloridge Investment Management's UBS Group position peaked at $8.94M in Q3 2023.
  • 526 funds tracked by Wall St. Rank held UBS Group as of Q4 2023.

Based on Voloridge Investment Management's 13F filing for Q4 2023, filed 14 Feb 2024.