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Jeffrey Ubben's all historical holdings

ValueAct Holdings

Jeffrey Ubben all 13F holdings

Holdings history details

Positions ever held:
107
Currently held:
18
Sold out:
89
Across its SEC filing history, Jeffrey Ubben has reported positions in 107 different stocks that we track. 18 of them are present in the latest reported portfolio, while 89 stakes have been completely sold out. Pick any ticker to see the full trade history - every buy and sell reported across quarterly SEC filings.

How many stocks does Jeffrey Ubben currently hold?

According to the latest reported portfolio, Jeffrey Ubben holds 18 of the 107 tracked stocks it has ever reported. 89 historical stakes were sold out over time.

What is Jeffrey Ubben's largest holding?

Jeffrey Ubben's most valuable position is Visa Inc, CL-A (V), with a market value of roughly $794.68M in the latest reported portfolio.

Which stock has Jeffrey Ubben held the longest?

Among the positions Jeffrey Ubben currently holds, the longest held is Salesforce.com Inc (CRM), held for ~4 years.

Filters

Status
Held for
For re-entered positions, counted since the latest "new buy"
First bought
For re-entered positions, this is the latest "new buy"
Exited
For re-entered positions, this is the most recent sell-out
107 results
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TICKER
currently held - the position is present in the latest reported portfolio
*
TICKER
previously held - the position was sold out
* sorted: currently held first, largest position value on top; previously held follow, most recent exit on top