UBS Group’s Hartford Schroders ESG US Equity ETF HEET Stock Holding History

UBS Group’s Portfolio HEET Stock Details HEET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-478	Closed	-$10.3K	–	11096
2022 Q4	$10.3K	Hold	478	–	–	﹤0.01%	8544
2022 Q3	$10K	Hold	478	–	–	﹤0.01%	8508
2022 Q2	$10K	Hold	478	–	–	﹤0.01%	8059
2022 Q1	$12K	Sell	478 -12	-2%	-$297	﹤0.01%	8238
2021 Q4	$13K	Hold	490	–	–	﹤0.01%	8501
2021 Q3	$12K	Buy	+490	New	+$12.3K	﹤0.01%	7819

Other funds holding HEET

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

UBS Group's HEET Position: Q1 2023 in Review

UBS Group sold out of Hartford Schroders ESG US Equity ETF (HEET) in Q1 2023, closing a stake of 478 shares — an estimated $10.3K sold.

UBS Group first reported a position in HEET in Q3 2021 and held it in 6 quarters. The position peaked at $13K in Q4 2021. 1 fund tracked by Wall St. Rank holds HEET as of Q1 2023.

UBS Group reported no remaining Hartford Schroders ESG US Equity ETF position as of Q1 2023 after selling out during the quarter.
UBS Group sold 478 Hartford Schroders ESG US Equity ETF shares in Q1 2023, an estimated $10.3K.
UBS Group first reported a position in Hartford Schroders ESG US Equity ETF in Q3 2021 and held it in 6 quarters.
UBS Group's Hartford Schroders ESG US Equity ETF position peaked at $13K in Q4 2021.
1 fund tracked by Wall St. Rank held Hartford Schroders ESG US Equity ETF as of Q1 2023.

Based on UBS Group's 13F filing for Q1 2023, filed 12 May 2023.