Ownership history in UBS Group AG · 44 quarters on record
This page tracks every 13F SEC filing in which UBS Group AG reported a position in EATON VANCE CALIF MUN BD FD (EVM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 11,197 | -83,130 | -88.1% | 0.00% | $106K | — |
| 2025 Q2 | REDUCED | 94,327 | -6,299 | -6.3% | 0.00% | $841K | — |
| 2025 Q1 | ADDED | 100,626 | +5,530 | +5.8% | 0.00% | $933K | — |
| 2024 Q4 | ADDED | 95,096 | +5,067 | +5.6% | 0.00% | $872K | — |
| 2024 Q3 | REDUCED | 90,029 | -2,932 | -3.2% | 0.00% | $869K | — |
| 2024 Q2 | ADDED | 92,961 | +13,552 | +17.1% | 0.00% | $884K | — |
| 2024 Q1 | REDUCED | 79,409 | -13,697 | -14.7% | 0.00% | $750K | — |
| 2023 Q4 | REDUCED | 93,106 | -43,710 | -31.9% | 0.00% | $852K | — |
| 2023 Q3 | REDUCED | 136,816 | -39,731 | -22.5% | 0.00% | $1.1M | — |
| 2023 Q2 | REDUCED | 176,547 | -21,712 | -11.0% | 0.00% | $1.6M | — |
As of 2025 Q3 — sorted by position size