UBS Group
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UBS Group’s Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF CDEI Stock Holding History

UBS Group’s Portfolio CDEI Stock Details CDEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-96
Closed -$6.75K – 9961
2024
Q3 		$6.75K Buy
+96
New +$6.53K ﹤0.01% 7959

Other funds holding CDEI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's CDEI Position: Q4 2024 in Review

UBS Group sold out of Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF (CDEI) in Q4 2024, closing a stake of 96 shares — an estimated $6.75K sold.

UBS Group first reported a position in CDEI in Q3 2024 and held it in 1 quarter. The position peaked at $6.75K in Q3 2024. 3 funds tracked by Wall St. Rank hold CDEI as of Q4 2024.

  • UBS Group reported no remaining Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position as of Q4 2024 after selling out during the quarter.
  • UBS Group sold 96 Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF shares in Q4 2024, an estimated $6.75K.
  • UBS Group first reported a position in Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF in Q3 2024 and held it in 1 quarter.
  • UBS Group's Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF position peaked at $6.75K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF as of Q4 2024.

Based on UBS Group's 13F filing for Q4 2024, filed 14 Feb 2025.