UBS Group
EAFD

UBS Group’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History

UBS Group’s Portfolio EAFD Stock Details EAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,091
Closed -$20.4K – 10488
2023
Q3 		$20.4K Sell
1,091
-141
-11% -$2.75K ﹤0.01% 6793
2023
Q2 		$24.3K Sell
1,232
-771
-38% -$15.4K ﹤0.01% 6793
2023
Q1 		$39.5K Buy
2,003
+1,377
+220% +$26.8K ﹤0.01% 6612
2022
Q4 		$11.6K Buy
626
+511
+444% +$9.23K ﹤0.01% 8384
2022
Q3 		$2K Buy
+115
New +$2.19K ﹤0.01% 9840

Other funds holding EAFD

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

UBS Group's EAFD Position: Q4 2023 in Review

UBS Group sold out of Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) in Q4 2023, closing a stake of 1,091 shares — an estimated $20.4K sold.

UBS Group first reported a position in EAFD in Q3 2022 and held it in 5 quarters. The position peaked at $39.5K in Q1 2023. 1 fund tracked by Wall St. Rank holds EAFD as of Q4 2023.

  • UBS Group reported no remaining Simplify Developed Ex-US PLUS Downside Convexity ETF position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 1,091 Simplify Developed Ex-US PLUS Downside Convexity ETF shares in Q4 2023, an estimated $20.4K.
  • UBS Group first reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF in Q3 2022 and held it in 5 quarters.
  • UBS Group's Simplify Developed Ex-US PLUS Downside Convexity ETF position peaked at $39.5K in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Simplify Developed Ex-US PLUS Downside Convexity ETF as of Q4 2023.

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