Valued Advisers Tr shares owned by UBS Group
Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by UBS Group
from 13F filings
Historical chart of UBS Group investment in Valued Advisers Tr
Tip: Access up to 7 years of quarterly data
All positions including Valued Advisers Tr held by UBS Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Valued Advisers Tr by UBS Group
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $151k | 6.4k | 23.76 |
2024-09-30 | $110k | 4.7k | 23.24 |
2024-06-30 | $170k | 7.9k | 21.66 |
2024-03-31 | $24k | 1.1k | 21.94 |
2023-12-31 | $37k | 1.8k | 19.88 |
2023-06-30 | $47k | 2.5k | 18.60 |
2023-03-31 | $33k | 1.9k | 17.16 |
2022-12-31 | $897k | 57k | 15.70 |