Winslow Evans & Crocker’s UBS Group UBS Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$16K	Sell	1,135 -214	-16%	-$2.83K	﹤0.01%	854
2020 Q3	$15K	Buy	1,349 +176	+15%	+$2.11K	﹤0.01%	673
2020 Q2	$14K	Sell	1,173 -1	-0.1%	-$10	﹤0.01%	677
2020 Q1	$12K	Buy	1,174 +92	+9%	+$1.06K	﹤0.01%	679
2019 Q4	$14K	Buy	1,082 +1,052	+3,507%	+$12.5K	﹤0.01%	752
2019 Q3	$2K	Hold	30	–	–	﹤0.01%	1107
2019 Q2	$2K	Hold	30	–	–	﹤0.01%	1104
2019 Q1	$2K	Hold	30	–	–	﹤0.01%	1255
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	1054
2018 Q3	$2K	Hold	30	–	–	﹤0.01%	1068
2018 Q2	$2K	Hold	30	–	–	﹤0.01%	1080
2018 Q1	$530	Hold	30	–	–	﹤0.01%	1099
2017 Q4	$552	Hold	30	–	–	﹤0.01%	1094
2017 Q3	$516	Hold	30	–	–	﹤0.01%	1087
2017 Q2	$509	Hold	30	–	–	﹤0.01%	1234
2017 Q1	$480	Hold	30	–	–	﹤0.01%	1210
2016 Q4	$472	Hold	30	–	–	﹤0.01%	1217
2016 Q3	$410	Hold	30	–	–	﹤0.01%	1258
2016 Q2	$390	Hold	30	–	–	﹤0.01%	1245
2016 Q1	$481	Hold	30	–	–	﹤0.01%	1237
2015 Q4	$582	Hold	30	–	–	﹤0.01%	1313
2015 Q3	$556	Buy	+30	New	+$636	﹤0.01%	1243

Other funds holding UBS

Norges Bank Oslo, Norway $935B AUM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Winslow Evans & Crocker's UBS Position: Q4 2020 in Review

Winslow Evans & Crocker reduced its UBS Group (UBS) stake by 16% in Q4 2020, selling an estimated $2.83K and leaving 1,135 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #854.

Winslow Evans & Crocker first reported a position in UBS in Q3 2015 and has held it in 22 quarters since. 345 funds tracked by Wall St. Rank hold UBS as of Q4 2020.

Winslow Evans & Crocker held 1,135 shares of UBS Group worth $16K as of Q4 2020.
Winslow Evans & Crocker sold 214 UBS Group shares in Q4 2020, an estimated $2.83K.
UBS Group made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #854 holding.
Winslow Evans & Crocker first reported a position in UBS Group in Q3 2015 and has held it in 22 quarters since.
345 funds tracked by Wall St. Rank held UBS Group as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.