CFJIX β€” Calvert US Large Cap Responsib

Ownership history in ZEVIN ASSET MANAGEMENT LLC  Β·  3 quarters on record

AI Ownership Summary

ZEVIN ASSET MANAGEMENT LLC reported Calvert US Large Cap Responsib (CFJIX) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q3. The latest visible filing shows CFJIX at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CFJIX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ZEVIN ASSET MANAGEMENT LLC's position in Calvert US Large Cap Responsib, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CFJIX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ZEVIN ASSET MANAGEMENT LLC held CFJIX β€” position size vs. price
% of Fund (quarterly)    CFJIX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 10,887 β€” 0% 0.06% $392K 2025-11-10 $30.78
2025 Q2 UNCHANGED 10,887 β€” 0% 0.05% $372K 2025-08-06 $28.91
2025 Q1 INITIATED 10,887 β€” β€” 0.06% $353K 2025-05-06 $27.13

🏒 Other funds also holding CFJIX

As of 2025 Q4 β€” sorted by position size

Coston, McIsaac & Partners 3Y 0.0%

FAQ About ZEVIN ASSET MANAGEMENT LLC and CFJIX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ZEVIN ASSET MANAGEMENT LLC reported owning CFJIX?

ZEVIN ASSET MANAGEMENT LLC reported CFJIX across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported CFJIX position in ZEVIN ASSET MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for CFJIX was 0.06% in 2025 Q3.

What is the latest reported CFJIX position on this page?

The most recent filing on this page is 2025 Q3, when ZEVIN ASSET MANAGEMENT LLC reported 10,887 shares, equal to 0.06% of portfolio, with an estimated market value of $392K.

What does the chart on this CFJIX ownership page compare?

The chart compares ZEVIN ASSET MANAGEMENT LLC's quarterly CFJIX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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