Axa’s Eaton Vance Corp. EV Stock Holding History

Axa’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	-247,200	Closed	-$9.43M	–	1384
2020 Q3	$9.43M	Buy	247,200 +179,700	+266%	+$6.87M	0.03%	472
2020 Q2	$2.61M	Buy	+67,500	New	+$2.46M	0.01%	767
2013 Q3	–	Sell	-100	Closed	-$4K	–	1347
2013 Q2	$4K	Buy	+100	New	+$4.02K	﹤0.01%	1267

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 $1.7B AUM 97.55% 1-Year Est. Return

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

Axa's EV Position: Q4 2020 in Review

Axa sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 247,200 shares — an estimated $9.43M sold.

Axa first reported a position in EV in Q2 2013 and held it in 3 quarters. The position peaked at $9.43M in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Axa reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
Axa sold 247,200 Eaton Vance Corp. shares in Q4 2020, an estimated $9.43M.
Axa first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 3 quarters.
Axa's Eaton Vance Corp. position peaked at $9.43M in Q3 2020.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Axa's 13F filing for Q4 2020, filed 12 Feb 2021.