Current Value of Holding

$14.4 Million

Shares

500 Thousand

% of Portfolio

0.02%

Average Buy Price

$20.1

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29 Jim Simons UBS Group AG - Registered Shares Trades

Jim Simons acquired 500 Thousand UBS Group AG - Registered Shares shares worth $14.4 Million. That's 0.02% of their equity portfolio (755th largest holding). The first UBS Group AG - Registered Shares trade was made in Q4 2014. Since then Jim Simons bought shares thirteen more times and sold shares on fifteen occasions. The stake costed the investor $10.1 Million, netting the investor a gain of 43% so far.

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Sold 40.3% shares (-338 Thousand shares) Q4 2023
Avg closing price $26.30
Price range $23.36 - $31.19
Sold 15.6% shares (-155 Thousand shares) Q3 2023
Avg closing price $23.36
Price range $19.39 - $26.71
New holding (+993 Thousand shares) Q2 2023
Avg closing price $20.11
Price range $18.91 - $21.91
Sold -130 Thousand shares Q4 2021
Avg closing price $17.60
Price range $15.93 - $18.59
New holding (+130 Thousand shares) Q3 2021
Avg closing price $16.20
Price range $14.54 - $17.12
Sold -86.7 Thousand shares Q1 2021
Avg closing price $15.37
Price range $14.29 - $16.10
Sold 96.2% shares (-2.18 Million shares) Q4 2020
Avg closing price $14.19
Price range $13.68 - $14.54
Sold 59.1% shares (-3.28 Million shares) Q3 2020
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Sold 41.2% shares (-3.88 Million shares) Q2 2020
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Sold 14.1% shares (-1.54 Million shares) Q1 2020
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Increased shares by 17.2% (+1.61 Million shares) Q4 2019
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Increased shares by 88.6% (+4.39 Million shares) Q3 2019
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Increased shares by 191.1% (+3.26 Million shares) Q2 2019
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Increased shares by 361.6% (+1.34 Million shares) Q1 2019
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Sold 35.7% shares (-205 Thousand shares) Q4 2018
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Sold 43.9% shares (-449 Thousand shares) Q3 2018
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Sold 42.6% shares (-761 Thousand shares) Q2 2018
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Increased shares by 2.4% (+41.7 Thousand shares) Q1 2018
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Increased shares by 60.4% (+657 Thousand shares) Q4 2017
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Increased shares by 6.6% (+67.1 Thousand shares) Q3 2017
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