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BCP
Blue Chip Partners’s
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
Stock Holding History
Blue Chip Partners’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
2026
Q1
$213K
Hold
15,447
–
–
0.02%
164
2025
Q4
$237K
Hold
15,447
–
–
0.02%
159
2025
Q3
$246K
Hold
15,447
–
–
0.02%
150
2025
Q2
$239K
Hold
15,447
–
–
0.02%
150
2025
Q1
$220K
Hold
15,447
–
–
0.02%
152
2024
Q4
$231K
Hold
15,447
–
–
0.02%
140
2024
Q3
$226K
Hold
15,447
–
–
0.02%
137
2024
Q2
$217K
Hold
15,447
–
–
0.02%
129
2024
Q1
$206K
Hold
15,447
–
–
0.02%
130
2023
Q4
$188K
Hold
15,447
–
–
0.02%
140
2023
Q3
$178K
Sell
15,447
-315
-2%
-$3.82K
0.02%
141
2023
Q2
$196K
Buy
15,762
+315
+2%
+$3.7K
0.02%
147
2023
Q1
$180K
Hold
15,447
–
–
0.02%
141
2022
Q4
$168K
Hold
15,447
–
–
0.02%
144
2022
Q3
$168K
Hold
15,447
–
–
0.02%
135
2022
Q2
$175K
Buy
15,447
+138
+0.9%
+$1.71K
0.02%
136
2022
Q1
$214K
Buy
15,309
+85
+0.6%
+$1.19K
0.03%
134
2021
Q4
$229K
Hold
15,224
–
–
0.03%
130
2021
Q3
$212K
Hold
15,224
–
–
0.03%
125
2021
Q2
$214K
Hold
15,224
–
–
0.03%
119
2021
Q1
$194K
Buy
15,224
+209
+1%
+$2.61K
0.03%
118
2020
Q4
$184K
Buy
15,015
+335
+2%
+$3.89K
0.03%
115
2020
Q3
$160K
Buy
+14,680
New
+$163K
0.03%
108
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1-Year Est. Return
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1-Year Est. Return
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$376B AUM
19.32%
1-Year Est. Return
PS
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$6.82B AUM
17.15%
1-Year Est. Return
GC
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Chicago, Illinois
$12.6B 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
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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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
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