Acadian Asset Management’s Eaton Vance Corp. EV Stock Holding History

Acadian Asset Management’s Portfolio EV Stock Details EV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-9,515	Closed	-$363K	–	2421
2020 Q3	$363K	Buy	+9,515	New	+$364K	﹤0.01%	1239
2017 Q1	–	Sell	-292	Closed	-$13K	–	1854
2016 Q4	$13K	Buy	+292	New	+$11.5K	﹤0.01%	1391
2015 Q4	–	Sell	-291	Closed	-$10K	–	1554
2015 Q3	$10K	Buy	291 +149	+105%	+$5.48K	﹤0.01%	1141
2015 Q2	$6K	Buy	+142	New	+$5.85K	﹤0.01%	1249

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Acadian Asset Management's EV Position: Q4 2020 in Review

Acadian Asset Management sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 9,515 shares — an estimated $363K sold.

Acadian Asset Management first reported a position in EV in Q2 2015 and held it in 4 quarters. The position peaked at $363K in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Acadian Asset Management reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
Acadian Asset Management sold 9,515 Eaton Vance Corp. shares in Q4 2020, an estimated $363K.
Acadian Asset Management first reported a position in Eaton Vance Corp. in Q2 2015 and held it in 4 quarters.
Acadian Asset Management's Eaton Vance Corp. position peaked at $363K in Q3 2020.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Acadian Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.