WIM
NBIS

Waverton Investment Management’s Nebius Group N.V. NBIS Stock Holding History

Waverton Investment Management’s Portfolio NBIS Stock Details NBIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-10,082
Closed -$435K – 169
2013
Q4 		$435K Hold
10,082
– – 0.02% 158
2013
Q3 		$367K Buy
+10,082
New +$331K 0.02% 177

Other funds holding NBIS

O
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BNP Paribas Financial Markets
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
CII
Capital International Inc Los Angeles, California $13B AUM 31.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Waverton Investment Management's NBIS Position: Q1 2014 in Review

Waverton Investment Management sold out of Nebius Group N.V. (NBIS) in Q1 2014, closing a stake of 10,082 shares — an estimated $435K sold.

Waverton Investment Management first reported a position in NBIS in Q3 2013 and held it in 2 quarters. The position peaked at $435K in Q4 2013. 226 funds tracked by Wall St. Rank hold NBIS as of Q1 2014.

  • Waverton Investment Management reported no remaining Nebius Group N.V. position as of Q1 2014 after selling out during the quarter.
  • Waverton Investment Management sold 10,082 Nebius Group N.V. shares in Q1 2014, an estimated $435K.
  • Waverton Investment Management first reported a position in Nebius Group N.V. in Q3 2013 and held it in 2 quarters.
  • Waverton Investment Management's Nebius Group N.V. position peaked at $435K in Q4 2013.
  • 226 funds tracked by Wall St. Rank held Nebius Group N.V. as of Q1 2014.

Based on Waverton Investment Management's 13F filing for Q1 2014, filed 24 Apr 2014.