UBS AG (UBS)
Sector: | Financials |
Super Investor Stats: | |
Ownership count: | 3 |
Ownership rank: | 206 |
% of all portfolios: | 0.064% |
Hold Price * : | $30.91 |
History | Portfolio Manager | Activity | Share change | % change to portfolio ▲ | |
Q3  2024 | |||||
≡ | Samantha McLemore - Patient Capital Management | Reduce 0.34% | 6,918 | 0.01 | |
≡ | Viking Global Investors | Sell 100.00% | 5,186,506 | 0.59 | |
Q2  2024 | |||||
≡ | Samantha McLemore - Patient Capital Management | Reduce 13.29% | 310,963 | 0.49 | |
≡ | Richard Pzena - Hancock Classic Value | Reduce 46.99% | 533,086 | 1.37 | |
Q1  2024 | |||||
≡ | Dodge & Cox | Reduce 23.70% | 5,256,200 | 0.15 | |
≡ | Samantha McLemore - Patient Capital Management | Reduce 4.53% | 111,037 | 0.17 | |
Q4  2023 | |||||
≡ | Samantha McLemore - Patient Capital Management | Reduce 1.28% | 31,675 | 0.05 | |
≡ | Dodge & Cox | Reduce 38.33% | 13,786,300 | 0.44 | |
Q3  2023 | |||||
≡ | Samantha McLemore - Patient Capital Management | Reduce 0.23% | 5,653 | 0.01 | |
Q2  2023 | |||||
≡ | Bill Miller - Miller Value Partners | Sell 100.00% | 1,178,255 | 1.57 | |
Q1  2023 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 18.41% | 163,285 | 0.23 | |
Q4  2022 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 39.40% | 576,674 | 0.66 | |
Q2  2022 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 42.18% | 1,067,854 | 0.79 | |
Q1  2021 | |||||
≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 10,761 | 0.00 | |
Q4  2020 | |||||
≡ | Lee Ainslie - Maverick Capital | Reduce 82.43% | 50,472 | 0.00 | |
Q3  2020 | |||||
≡ | Lee Ainslie - Maverick Capital | Reduce 9.05% | 6,096 | 0.00 | |
≡ | Richard Pzena - Hancock Classic Value | Reduce 18.64% | 401,879 | 0.33 | |
Q2  2020 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 21.97% | 607,023 | 0.46 | |
Q3  2019 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 25.19% | 649,200 | 0.34 | |
Q3  2018 | |||||
≡ | David Tepper - Appaloosa Management | Sell 100.00% | 6,828,480 | 1.22 | |
Q2  2018 | |||||
≡ | David Tepper - Appaloosa Management | Reduce 1.82% | 126,919 | 0.02 | |
Q2  2015 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 32.93% | 1,265,400 | 1.23 | |
Q2  2014 | |||||
≡ | Richard Pzena - Hancock Classic Value | Sell 100.00% | 3,665,326 | 2.72 | |
Q1  2014 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 0.07% | 2,428 | 0.00 | |
Q4  2012 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 7.35% | 219,400 | 0.23 | |
Q3  2012 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 6.74% | 215,500 | 0.18 | |
Q2  2011 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 5.48% | 185,425 | 0.17 | |
Q1  2011 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 12.27% | 473,450 | 0.40 | |
Q3  2010 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 23.46% | 1,142,925 | 0.93 | |
Q2  2010 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 8.47% | 451,000 | 0.27 | |
Q3  2009 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 12.96% | 630,300 | 0.47 | |
Q2  2009 | |||||
≡ | Charles Bobrinskoy - Ariel Focus Fund | Sell 100.00% | 50,220 | 2.10 | |
Q1  2009 | |||||
≡ | Richard Pzena - Hancock Classic Value | Reduce 11.31% | 619,925 | 0.34 | |
Q4  2008 | |||||
≡ | Mason Hawkins - Longleaf Partners | Sell 100.00% | 14,443,800 | 2.93 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.