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Wilkinson Global Asset Management’s UBS Group UBS Stock Holding History

Wilkinson Global Asset 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
2021
Q3 		– Sell
-12,350
Closed -$189K – 99
2021
Q2 		$189K Buy
+12,350
New +$195K 0.01% 95

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Vanguard Group
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CS
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Zurich Cantonal Bank
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

Wilkinson Global Asset Management's UBS Position: Q3 2021 in Review

Wilkinson Global Asset Management sold out of UBS Group (UBS) in Q3 2021, closing a stake of 12,350 shares — an estimated $189K sold.

Wilkinson Global Asset Management first reported a position in UBS in Q2 2021 and held it in 1 quarter. The position peaked at $189K in Q2 2021. 357 funds tracked by Wall St. Rank hold UBS as of Q3 2021.

  • Wilkinson Global Asset Management reported no remaining UBS Group position as of Q3 2021 after selling out during the quarter.
  • Wilkinson Global Asset Management sold 12,350 UBS Group shares in Q3 2021, an estimated $189K.
  • Wilkinson Global Asset Management first reported a position in UBS Group in Q2 2021 and held it in 1 quarter.
  • Wilkinson Global Asset Management's UBS Group position peaked at $189K in Q2 2021.
  • 357 funds tracked by Wall St. Rank held UBS Group as of Q3 2021.

Based on Wilkinson Global Asset Management's 13F filing for Q3 2021, filed 15 Nov 2021.