Ubs Group shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Ubs Group (UBS) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Ubs Group
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Quarterly reported holdings in Ubs Group by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $585k | 24k | 24.65 |
| 2023-06-30 | $462k | 23k | 20.27 |
| 2023-03-31 | $446k | 21k | 21.34 |
| 2022-12-31 | $350k | 19k | 18.67 |
| 2022-09-30 | $314k | 22k | 14.51 |
| 2022-06-30 | $310k | 19k | 16.23 |
More positions owned by Mount Yale Investment Advisors
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