WCM Focused International Equity Fund UBS Holdings History
WCM Focused International Equity Fund's UBS Group AG Holding Summary
As of 2025-03-31, WCM Focused International Equity Fund held 34,300.00 shares of UBS Group AG(UBS), totaling $1.05 Mil. This investment constitutes 4.05% of their stock portfolio, and WCM Focused International Equity Fund now holds 0% of the outstanding UBS Group AG(UBS) stock.
The initial trade took place in 2023Q2. And since then WCM Focused International Equity Fund has made 5 purchases of UBS, at an average price of $28.88, for a total of 39,950.00 shares. In addition, there have been 2 sales at an average price of $28.74 for 5,650.00 shares. Based on historical transaction data and UBS's current price of $38.13, WCM Focused International Equity Fund's estimated gain on his UBS holdings is $316,548.50, reflecting a 27.44% gain to date.
WCM Focused International Equity Fund UBS ($38.13) Holding Chart
WCM Focused International Equity Fund UBS ($38.13) 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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