Ubs Group shares owned by American Trust Investment Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by American Trust Investment Advisors
from 13F filings
Historical chart of American Trust Investment Advisors investment in Ubs Group
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Quarterly reported holdings in Ubs Group by American Trust Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $351k | 11k | 30.91 |
| 2024-06-30 | $378k | 13k | 29.54 |
| 2024-03-31 | $393k | 13k | 30.72 |
| 2023-12-31 | $395k | 13k | 30.90 |
| 2023-09-30 | $370k | 15k | 24.65 |
| 2023-06-30 | $304k | 15k | 20.27 |
| 2023-03-31 | $364k | 17k | 21.34 |
| 2022-12-31 | $318k | 17k | 18.67 |
| 2022-09-30 | $299k | 21k | 14.51 |
| 2022-06-30 | $334k | 21k | 16.21 |
| 2022-03-31 | $403k | 21k | 19.56 |
| 2021-12-31 | $368k | 21k | 17.86 |
| 2021-09-30 | $394k | 25k | 15.95 |
| 2019-12-31 | $250k | 20k | 12.60 |
| 2019-09-30 | $224k | 20k | 11.29 |
| 2019-06-30 | $235k | 20k | 11.84 |
| 2016-09-30 | $139k | 10k | 13.57 |
| 2016-06-30 | $133k | 10k | 12.99 |
| 2016-03-31 | $169k | 11k | 16.00 |
| 2015-12-31 | $205k | 11k | 19.41 |
| 2015-09-30 | $206k | 11k | 18.51 |
More positions owned by American Trust Investment Advisors
View all positions for American Trust Investment Advisors