Ownership history in UBS Group AG Β· 39 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in KENTUCKY FIRST FED BANCORP (KFFB). 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 β17.6% annually on this KFFB position. Timing score: 37% (11/30 decisions correct). Average cost basis: $6.16. Maximum drawdown during holding period: β62.3%.
β Significantly underperformed the S&P 500 by 17.6% ann.
38 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
11 of 30 add/trim decisions correct
Best entry: $3.16 (2024 Q2) Β· Worst: $7.24 (2022 Q2)
πͺ Held through 2 major drawdowns (>20%).
15 adds Β· 16 trims. Bought during 7 of 19 down-price quarters. π Predominantly trimming β distribution phase.
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