Calvert US L/C VL Res Inx-ICFJIX
13F holders, Q1 2025 (March 31)2holders
1new positions
1sold out
$32.36avg. 13F price*
At the end of Q1 2025, 2 institutions reported holding Calvert US L/C VL Res Inx-I (CFJIX) in their 13F filings, unchanged from Q4 2024. 1 opened new positions and 1 sold out. The largest holders were Zevin Asset Management LLC ($353K) and Coston, McIsaac & Partners ($1K).
- Company
- Calvert US L/C VL Res Inx-I
- CUSIP
- 13162A708
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $353K |
| Exits | 1 | $2K |
All 13F filers, Q4 2024 → Q1 2025: 10,887 shares bought and 54 shares sold, net +10,833 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Zevin Asset Management LLC | 0.06% | New | 10,887 | $353K |
| Coston, McIsaac & Partners | 0.00% | No change | 52 | $1K |
"% of holder's portfolio" is CFJIX's weight in each manager's 13F, not the share of Calvert US L/C VL Res Inx-I the manager owns.