Ownership history in UBS Group AG Β· 9 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in PHUNWARE INC (PHUN). 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 β53.1% annually on this PHUN position. Timing score: 71% (5/7 decisions correct). Average cost basis: $3.20. Maximum drawdown during holding period: β66.3%.
β Significantly underperformed the S&P 500 by 53.1% ann.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $1.85 (2025 Q4) Β· Worst: $5.49 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 3 trims. Bought during 3 of 4 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