Number of Shares
345,381.00
Current Holdings Value*
$11.68 Mil
% of Portfolio
2.3%
Total Estimate Gain
$7.35 Mil
% of Total Estimate Gain
107.12%

CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s UBS Group AG Holding Summary

As of 2025-06-30, CONTRAVISORY INVESTMENT MANAGEMENT, INC. held 345,381.00 shares of UBS Group AG(UBS), totaling $11.68 Mil. This investment constitutes 2.3% of their stock portfolio, and CONTRAVISORY INVESTMENT MANAGEMENT, INC. now holds 0.01% of the outstanding UBS Group AG(UBS) stock.

The initial trade took place in 2021Q1. And since then CONTRAVISORY INVESTMENT MANAGEMENT, INC. has made 7 purchases of UBS, at an average price of $17.03, for a total of 402,811.00 shares. In addition, there have been 11 sales at an average price of $25.14 for 57,430.00 shares. Based on historical transaction data and UBS's current price of $36.96, CONTRAVISORY INVESTMENT MANAGEMENT, INC.'s estimated gain on his UBS holdings is $7.35 Mil, reflecting a 107.12% gain to date.

CONTRAVISORY INVESTMENT MANAGEMENT, INC. UBS ($36.96) Holding Chart

CONTRAVISORY INVESTMENT MANAGEMENT, INC. UBS ($36.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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