A detailed history of Schechter Investment Advisors, LLC transactions in Ubs Group Ag stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 41,199 shares of UBS stock, worth $1.26 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
41,199
Previous 41,661 1.11%
Holding current value
$1.26 Million
Previous $1.23 Million 3.5%
% of portfolio
0.13%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$27.97 - $31.42 $12,922 - $14,516
-462 Reduced 1.11%
41,199 $1.27 Million
Q2 2024

Aug 12, 2024

BUY
$26.19 - $31.88 $30,589 - $37,235
1,168 Added 2.88%
41,661 $1.23 Million
Q1 2024

May 06, 2024

BUY
$27.05 - $31.93 $138,523 - $163,513
5,121 Added 14.48%
40,493 $1.24 Million
Q4 2023

Jan 17, 2024

SELL
$23.36 - $31.19 $235,725 - $314,738
-10,091 Reduced 22.2%
35,372 $1.09 Million
Q3 2023

Nov 06, 2023

SELL
$19.39 - $26.71 $244,178 - $336,359
-12,593 Reduced 21.69%
45,463 $1.12 Million
Q2 2023

Jul 26, 2023

BUY
$18.91 - $21.91 $108,335 - $125,522
5,729 Added 10.95%
58,056 $1.18 Million
Q1 2023

Apr 28, 2023

SELL
$18.2 - $22.16 $229,047 - $278,883
-12,585 Reduced 19.39%
52,327 $1.12 Million
Q4 2022

Feb 13, 2023

SELL
$13.98 - $18.8 $9,855 - $13,254
-705 Reduced 1.07%
64,912 $1.21 Million
Q3 2022

Nov 04, 2022

SELL
$14.51 - $17.21 $11,303 - $13,406
-779 Reduced 1.17%
65,617 $952,000
Q2 2022

Nov 03, 2022

BUY
$15.58 - $19.96 $1.03 Million - $1.33 Million
66,396 New
66,396 $1.08 Million
Q1 2022

Nov 18, 2022

BUY
$15.12 - $21.3 $64,743 - $91,206
4,282 Added 6.53%
69,899 $1.37 Million
Q4 2021

Dec 27, 2022

BUY
$15.93 - $18.59 $405,466 - $473,171
25,453 Added 38.79%
91,070 $1.63 Million

Others Institutions Holding UBS

About UBS Group AG


  • Ticker UBS
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 3,182,350,080
  • Market Cap $97.7B
  • Description
  • UBS Group AG provides financial advice and solutions to private, institutional, and corporate clients worldwide. It operates through four divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and Investment Bank. The Global Wealth Management division offers investment advice and solutions, and lending solutions...
More about UBS
Track This Portfolio

Track Schechter Investment Advisors, LLC Portfolio

Follow Schechter Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schechter Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schechter Investment Advisors, LLC with notifications on news.