Western Standard LLC’s UBS Group UBS Stock Holding History

Western Standard LLC’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 Q3	–	Sell	-55,000	Closed	-$1.11M	–	35
2023 Q2	$1.11M	Buy	+55,000	New	+$1.11M	0.96%	19

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Western Standard LLC's UBS Position: Q3 2023 in Review

Western Standard LLC sold out of UBS Group (UBS) in Q3 2023, closing a stake of 55,000 shares — an estimated $1.11M sold.

Western Standard LLC first reported a position in UBS in Q2 2023 and held it in 1 quarter. The position peaked at $1.11M in Q2 2023. 484 funds tracked by Wall St. Rank hold UBS as of Q3 2023.

Western Standard LLC reported no remaining UBS Group position as of Q3 2023 after selling out during the quarter.
Western Standard LLC sold 55,000 UBS Group shares in Q3 2023, an estimated $1.11M.
Western Standard LLC first reported a position in UBS Group in Q2 2023 and held it in 1 quarter.
Western Standard LLC's UBS Group position peaked at $1.11M in Q2 2023.
484 funds tracked by Wall St. Rank held UBS Group as of Q3 2023.

Based on Western Standard LLC's 13F filing for Q3 2023, filed 14 Nov 2023.