Ownership history in UBS Group AG Β· 10 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in NUZEE INC (IMG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π UBS Group AG underperformed the S&P 500 by β180.3% annually on this IMG position. Timing score: 62% (5/8 decisions correct). Average cost basis: $10.27. Maximum drawdown during holding period: β99.5%.
β Significantly underperformed the S&P 500 by 180.3% ann.
8 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 8 add/trim decisions correct
Best entry: $5.60 (2025 Q2) Β· Worst: $237.00 (2023 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 5 trims. Bought during 3 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size