Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Bessemer Group’s
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
Stock Holding History
Bessemer Group’s Portfolio
EVT Stock Details
EVT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-1,000
Closed
-$23K
–
2282
2023
Q1
$23K
Hold
1,000
–
–
﹤0.01%
1360
2022
Q4
$23K
Sell
1,000
-3,500
-78%
-$82K
﹤0.01%
1288
2022
Q3
$98K
Hold
4,500
–
–
﹤0.01%
1033
2022
Q2
$107K
Hold
4,500
–
–
﹤0.01%
1003
2022
Q1
$130K
Hold
4,500
–
–
﹤0.01%
921
2021
Q4
$134K
Hold
4,500
–
–
﹤0.01%
938
2021
Q3
$124K
Buy
+4,500
New
+$126K
﹤0.01%
894
2021
Q2
–
Sell
-1,852
Closed
-$49K
–
1591
2021
Q1
$49K
Hold
1,852
–
–
﹤0.01%
1014
2020
Q4
$44K
Buy
+1,852
New
+$39.9K
﹤0.01%
1009
Other funds holding EVT
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
JIC
Joel Isaacson & Co
New York
$3.02B AUM
21.81%
1-Year Est. Return
MGAM
McGowan Group Asset Management
Dallas, Texas
$785M AUM
15.71%
1-Year Est. Return
RJA
Raymond James & Associates
St Petersburg, Florida
$164B AUM
33.91%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
SWP
Stratos Wealth Partners
Beachwood, Ohio
$8.8B AUM
21.82%
1-Year Est. Return
Osaic Holdings
Scottsdale, Arizona
$68.3B AUM
20.5%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close