Ownership history in UBS Group AG Β· 33 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in INNSUITES HOSPITALITY TR (IHT). 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 outperformed the S&P 500 by +1.6% annually on this IHT position. Timing score: 66% (21/32 decisions correct). Average cost basis: $1.65. Maximum drawdown during holding period: β80.8%.
β
Outperformed SPY on this position by 1.6% ann.
32 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
21 of 32 add/trim decisions correct
Best entry: $0.89 (2020 Q2) Β· Worst: $2.75 (2022 Q2)
πͺ Held through 2 major drawdowns (>20%).
18 adds Β· 15 trims. Bought during 10 of 16 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