Baird Financial Group
EV

Baird Financial Group’s Eaton Vance Corp. EV Stock Holding History

Baird Financial Group’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
2019
Q4 		– Sell
-8,027
Closed -$361K – 1572
2019
Q3 		$361K Sell
8,027
-60
-0.7% -$2.6K ﹤0.01% 1264
2019
Q2 		$349K Buy
8,087
+2,155
+36% +$87.9K ﹤0.01% 1296
2019
Q1 		$239K Sell
5,932
-4,922
-45% -$195K ﹤0.01% 1205
2018
Q4 		$382K Buy
10,854
+72
+0.7% +$3.04K ﹤0.01% 1052
2018
Q3 		$566K Buy
10,782
+1,235
+13% +$65.4K ﹤0.01% 1011
2018
Q2 		$498K Sell
9,547
-455
-5% -$25.1K ﹤0.01% 1014
2018
Q1 		$557K Buy
+10,002
New +$568K ﹤0.01% 989

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group's EV Position: Q4 2019 in Review

Baird Financial Group sold out of Eaton Vance Corp. (EV) in Q4 2019, closing a stake of 8,027 shares — an estimated $361K sold.

Baird Financial Group first reported a position in EV in Q1 2018 and held it in 7 quarters. The position peaked at $566K in Q3 2018. 371 funds tracked by Wall St. Rank hold EV as of Q4 2019.

  • Baird Financial Group reported no remaining Eaton Vance Corp. position as of Q4 2019 after selling out during the quarter.
  • Baird Financial Group sold 8,027 Eaton Vance Corp. shares in Q4 2019, an estimated $361K.
  • Baird Financial Group first reported a position in Eaton Vance Corp. in Q1 2018 and held it in 7 quarters.
  • Baird Financial Group's Eaton Vance Corp. position peaked at $566K in Q3 2018.
  • 371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2019.

Based on Baird Financial Group's 13F filing for Q4 2019, filed 14 Feb 2020.