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EFR

Altman Advisors’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Altman Advisors’s Portfolio EFR Stock Details EFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$440K Sell
50,490
-1,585
-3% -$17.2K 0.18% 76
2025
Q4 		$476K Sell
52,075
-3,755
-7% -$42.1K 0.18% 87
2025
Q3 		$529K Sell
55,830
-94
-0.2% -$1.11K 0.2% 86
2025
Q2 		$554K Buy
55,924
+2,780
+5% +$32.8K 0.23% 87
2025
Q1 		$511K Sell
53,144
-27,059
-34% -$347K 0.24% 88
2024
Q4 		$888K Sell
80,203
-5,165
-6% -$66.4K 0.38% 85
2024
Q3 		$1.09M Sell
85,368
-27,596
-24% -$355K 0.48% 85
2024
Q2 		$1.48M Buy
112,964
+411
+0.4% +$5.39K 0.84% 57
2024
Q1 		$1.47M Buy
112,553
+1,794
+2% +$23.3K 0.71% 71
2023
Q4 		$1.4M Buy
110,759
+71,823
+184% +$876K 0.74% 66
2023
Q3 		$472K Buy
+38,936
New +$469K 0.29% 86

Other funds holding EFR

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Altman Advisors's EFR Position: Q1 2026 in Review

Altman Advisors reduced its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 3% in Q1 2026, selling an estimated $17.2K and leaving 50,490 shares worth $440K. The position accounts for 0.18% of the portfolio, ranked #76.

Altman Advisors first reported a position in EFR in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q2 2024. 97 funds tracked by Wall St. Rank hold EFR as of Q1 2026.

  • Altman Advisors held 50,490 shares of Eaton Vance Senior Floating-Rate Fund worth $440K as of Q1 2026.
  • Altman Advisors sold 1,585 Eaton Vance Senior Floating-Rate Fund shares in Q1 2026, an estimated $17.2K.
  • Eaton Vance Senior Floating-Rate Fund made up 0.18% of Altman Advisors's portfolio in Q1 2026, its #76 holding.
  • Altman Advisors first reported a position in Eaton Vance Senior Floating-Rate Fund in Q3 2023 and has held it in 11 quarters since.
  • Altman Advisors's Eaton Vance Senior Floating-Rate Fund position peaked at $1.48M in Q2 2024.
  • 97 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.