Ownership history in UBS Group AG Β· 13 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in UTSTARCOM HOLDINGS CORP (UTSI). 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 β36.7% annually on this UTSI position. Timing score: 55% (6/11 decisions correct). Average cost basis: $2.87. Maximum drawdown during holding period: β42.0%.
β Significantly underperformed the S&P 500 by 36.7% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $2.50 (2025 Q1) Β· Worst: $3.76 (2023 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 6 trims. Bought during 2 of 6 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