UBS Group’s Eaton Vance Short Duration Income ETF EVSD Stock Holding History

UBS Group’s Portfolio EVSD Stock Details EVSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-503	Closed	-$25.6K	–	10536
2024 Q3	$25.6K	Sell	503 -287	-36%	-$14.5K	﹤0.01%	7221
2024 Q2	$39.3K	Buy	+790	New	+$39.5K	﹤0.01%	6872

Other funds holding EVSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

PTP

Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

UBS Group's EVSD Position: Q4 2024 in Review

UBS Group sold out of Eaton Vance Short Duration Income ETF (EVSD) in Q4 2024, closing a stake of 503 shares — an estimated $25.6K sold.

UBS Group first reported a position in EVSD in Q2 2024 and held it in 2 quarters. The position peaked at $39.3K in Q2 2024. 23 funds tracked by Wall St. Rank hold EVSD as of Q4 2024.

UBS Group reported no remaining Eaton Vance Short Duration Income ETF position as of Q4 2024 after selling out during the quarter.
UBS Group sold 503 Eaton Vance Short Duration Income ETF shares in Q4 2024, an estimated $25.6K.
UBS Group first reported a position in Eaton Vance Short Duration Income ETF in Q2 2024 and held it in 2 quarters.
UBS Group's Eaton Vance Short Duration Income ETF position peaked at $39.3K in Q2 2024.
23 funds tracked by Wall St. Rank held Eaton Vance Short Duration Income ETF as of Q4 2024.

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