Weld Capital Management’s UBS Group UBS Stock Holding History

Weld 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
2019 Q4	–	Sell	-20,748	Closed	-$235K	–	938
2019 Q3	$235K	Buy	+20,748	New	+$234K	0.04%	653

Other funds holding UBS

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

Norges Bank Oslo, Norway $935B AUM

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Weld Capital Management's UBS Position: Q4 2019 in Review

Weld Capital Management sold out of UBS Group (UBS) in Q4 2019, closing a stake of 20,748 shares — an estimated $235K sold.

Weld Capital Management first reported a position in UBS in Q3 2019 and held it in 1 quarter. The position peaked at $235K in Q3 2019. 299 funds tracked by Wall St. Rank hold UBS as of Q4 2019.

Weld Capital Management reported no remaining UBS Group position as of Q4 2019 after selling out during the quarter.
Weld Capital Management sold 20,748 UBS Group shares in Q4 2019, an estimated $235K.
Weld Capital Management first reported a position in UBS Group in Q3 2019 and held it in 1 quarter.
Weld Capital Management's UBS Group position peaked at $235K in Q3 2019.
299 funds tracked by Wall St. Rank held UBS Group as of Q4 2019.

Based on Weld Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.