Bessemer Group
EOT

Bessemer Group’s Eaton Vance National Municipal Opportunities Trust EOT Stock Holding History

Bessemer Group’s Portfolio EOT Stock Details EOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-34,000
Closed -$610K – 2514
2024
Q3 		$610K Buy
+34,000
New +$589K ﹤0.01% 860
2022
Q3 		– Sell
-242
Closed -$4K – 2060
2022
Q2 		$4K Buy
+242
New +$4.28K ﹤0.01% 1584

Other funds holding EOT

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AIM
AHL Investment Management Winter Park, Florida $146M AUM 12.44% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bessemer Group's EOT Position: Q4 2024 in Review

Bessemer Group sold out of Eaton Vance National Municipal Opportunities Trust (EOT) in Q4 2024, closing a stake of 34,000 shares — an estimated $610K sold.

Bessemer Group first reported a position in EOT in Q2 2022 and held it in 2 quarters. The position peaked at $610K in Q3 2024. 48 funds tracked by Wall St. Rank hold EOT as of Q4 2024.

  • Bessemer Group reported no remaining Eaton Vance National Municipal Opportunities Trust position as of Q4 2024 after selling out during the quarter.
  • Bessemer Group sold 34,000 Eaton Vance National Municipal Opportunities Trust shares in Q4 2024, an estimated $610K.
  • Bessemer Group first reported a position in Eaton Vance National Municipal Opportunities Trust in Q2 2022 and held it in 2 quarters.
  • Bessemer Group's Eaton Vance National Municipal Opportunities Trust position peaked at $610K in Q3 2024.
  • 48 funds tracked by Wall St. Rank held Eaton Vance National Municipal Opportunities Trust as of Q4 2024.

Based on Bessemer Group's 13F filing for Q4 2024, filed 13 Feb 2025.