UBS Group
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UBS Group’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

UBS Group’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,333
Closed -$124K – 9384
2023
Q3 		$124K Buy
+2,333
New +$129K ﹤0.01% 5688
2023
Q2 		– Sell
-7
Closed -$358 – 9020
2023
Q1 		$358 Buy
+7
New +$351 ﹤0.01% 9061

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OBWP
O'Brien Wealth Partners Waltham, Massachusetts $756M AUM 13.93% 1-Year Est. Return
SFP
Sandbox Financial Partners Bethesda, Maryland $356M AUM 19.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

UBS Group's CVLC Position: Q4 2023 in Review

UBS Group sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q4 2023, closing a stake of 2,333 shares — an estimated $124K sold.

UBS Group first reported a position in CVLC in Q1 2023 and held it in 2 quarters. The position peaked at $124K in Q3 2023. 14 funds tracked by Wall St. Rank hold CVLC as of Q4 2023.

  • UBS Group reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 2,333 Calvert US Large-Cap Core Responsible Index ETF shares in Q4 2023, an estimated $124K.
  • UBS Group first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2023 and held it in 2 quarters.
  • UBS Group's Calvert US Large-Cap Core Responsible Index ETF position peaked at $124K in Q3 2023.
  • 14 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.