Bluefin Capital Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Bluefin Capital Management’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
2023 Q1	–	Sell	-64,176	Closed	-$741K	–	90
2022 Q4	$697K	Buy	64,176 +25,168	+65%	+$289K	0.1%	120
2022 Q3	$424K	Buy	39,008 +16,212	+71%	+$200K	0.04%	205
2022 Q2	$263K	Buy	+22,796	New	+$283K	0.03%	258

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bluefin Capital Management's ETY Position: Q1 2023 in Review

Bluefin Capital Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2023, closing a stake of 64,176 shares — an estimated $741K sold.

Bluefin Capital Management first reported a position in ETY in Q2 2022 and held it in 3 quarters. The position peaked at $697K in Q4 2022. 170 funds tracked by Wall St. Rank hold ETY as of Q1 2023.

Bluefin Capital Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2023 after selling out during the quarter.
Bluefin Capital Management sold 64,176 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2023, an estimated $741K.
Bluefin Capital Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2022 and held it in 3 quarters.
Bluefin Capital Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $697K in Q4 2022.
170 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2023.

Based on Bluefin Capital Management's 13F filing for Q1 2023, filed 15 May 2023.