Antonetti Capital Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Antonetti Capital Management’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$43.5K	Buy	3,769 +61	+2%	+$740	0.07%	110
2023 Q2	$46.2K	Buy	3,708 +62	+2%	+$729	0.07%	107
2023 Q1	$42.6K	Buy	3,646 +60	+2%	+$693	0.06%	111
2022 Q4	$38.9K	Buy	3,586 +63	+2%	+$724	0.05%	116
2022 Q3	$38K	Buy	3,523 +65	+2%	+$802	0.04%	115
2022 Q2	$39K	Buy	3,458 +63	+2%	+$781	0.04%	118
2022 Q1	$47K	Buy	3,395 +55	+2%	+$768	0.04%	118
2021 Q4	$50K	Buy	3,340 +49	+1%	+$716	0.04%	159
2021 Q3	$46K	Buy	+3,291	New	+$47.2K	0.04%	165

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Antonetti Capital Management's ETY Position: Q3 2023 in Review

Antonetti Capital Management increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 1.6% in Q3 2023, buying an estimated $740 and bringing the position to 3,769 shares worth $43.5K. The position accounts for 0.07% of the portfolio, ranked #110.

Antonetti Capital Management first reported a position in ETY in Q3 2021 and has held it in 9 quarters since. The position peaked at $50K in Q4 2021. 175 funds tracked by Wall St. Rank hold ETY as of Q3 2023.

Antonetti Capital Management held 3,769 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $43.5K as of Q3 2023.
Antonetti Capital Management bought 61 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2023, an estimated $740.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.07% of Antonetti Capital Management's portfolio in Q3 2023, its #110 holding.
Antonetti Capital Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2021 and has held it in 9 quarters since.
Antonetti Capital Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $50K in Q4 2021.
175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.