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Westwood Holdings shares owned by UBS Group

Quarter-by-quarter ownership of Westwood Holdings (WHG) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Westwood Holdings

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All positions including Westwood Holdings held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Westwood Holdings by UBS Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $15k 1.2k 12.57
2023-09-30 $20k 2.0k 10.15
2023-06-30 $11k 850 12.40
2023-03-31 $26k 2.4k 11.21
2022-12-31 $15k 1.4k 11.13
2022-09-30 $37k 4.1k 9.01
2022-06-30 $14k 978 14.32
2022-03-31 $9.0k 599 15.03
2021-12-31 $24k 1.4k 17.01
2021-09-30 $37k 2.0k 18.80
2021-06-30 $42k 1.9k 22.56
2021-03-31 $27k 1.9k 14.38
2020-12-31 $117k 8.1k 14.44
2020-09-30 $71k 6.4k 11.07
2020-06-30 $158k 10k 15.77
2020-03-31 $165k 9.0k 18.37
2019-12-31 $470k 16k 29.61
2019-09-30 $325k 12k 27.63
2019-06-30 $282k 8.0k 35.19
2019-03-31 $12k 349 34.38
2018-12-31 $107k 3.3k 32.26
2018-09-30 $144k 2.8k 51.04
2018-06-30 $136k 2.3k 59.67
2018-03-31 $120k 2.1k 56.27
2017-12-31 $325k 4.9k 65.91
2017-09-30 $340k 5.1k 67.15
2017-06-30 $236k 4.2k 56.59
2017-03-31 $267k 5.0k 53.45
2016-12-31 $325k 5.4k 60.06
2016-09-30 $219k 4.1k 53.07
2016-06-30 $215k 4.2k 51.71
2016-03-31 $246k 4.1k 59.35
2015-12-31 $106k 2.0k 52.09
2015-09-30 $63k 1.2k 54.78
2015-03-31 $16k 270 59.26