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Capital Southwest Corporation shares owned by UBS Group

Quarter-by-quarter ownership of Capital Southwest Corporation (CSWC) shares owned by UBS Group from 13F filings

Historical chart of UBS Group investment in Capital Southwest Corporation

20162017201820192020202120222023202405M10M0100k200k300k
Value ($)Share countHistorical CSWC position of UBS Group Source: stockzoa.comValue ($)Share count

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All positions including Capital Southwest Corporation held by UBS Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital Southwest Corporation by UBS Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.2M 102k 21.82
2024-09-30 $1.4M 57k 25.29
2024-06-30 $1.6M 62k 26.09
2024-03-31 $1.4M 57k 24.96
2023-12-31 $1.1M 47k 23.70
2023-09-30 $1.0M 45k 22.90
2023-06-30 $781k 40k 19.72
2023-03-31 $643k 36k 17.78
2022-12-31 $501k 29k 17.10
2022-09-30 $381k 22k 17.05
2022-06-30 $627k 34k 18.45
2022-03-31 $936k 40k 23.72
2021-12-31 $909k 36k 25.40
2021-09-30 $1.1M 42k 25.20
2021-06-30 $783k 34k 23.29
2021-03-31 $577k 26k 22.17
2020-12-31 $293k 17k 17.68
2020-09-30 $688k 49k 13.94
2020-06-30 $741k 55k 13.45
2020-03-31 $689k 60k 11.41
2019-12-31 $6.0M 287k 20.84
2019-09-30 $6.6M 302k 21.80
2019-06-30 $6.4M 306k 20.98
2019-03-31 $6.5M 310k 21.10
2018-12-31 $5.4M 280k 19.26
2018-09-30 $5.9M 311k 19.05
2018-06-30 $5.7M 317k 18.11
2018-03-31 $5.0M 296k 16.90
2017-12-31 $5.6M 338k 16.51
2017-09-30 $6.4M 373k 17.13
2017-06-30 $5.8M 361k 16.08
2017-03-31 $6.3M 370k 16.91
2016-12-31 $4.8M 297k 16.15
2016-09-30 $4.2M 287k 14.70
2016-06-30 $3.8M 276k 13.62
2016-03-31 $3.8M 276k 13.78
2015-12-31 $3.7M 269k 13.88
2015-09-30 $13M 266k 47.40
2015-03-31 $2.1M 46k 46.35

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View all positions for UBS Group

Top funds holding Capital Southwest Corporation

Van Eck Associates Corp.
Balyasny Asset Management
Sanders Morris Harris
Two Sigma Advisers
Two Sigma Investments
Asset Management Investors
Punch & Associates Investment Management
Sound Income Strategies
Beacon Pointe Advisors
Harbor Capital Advisors
Tectonic Advisors
Melia Wealth
Legal & General Group
First Manhattan
Millennium Management

View all funds holding Capital Southwest Corporation