Boaz Weinstein’s Eaton Vance Senior Floating-Rate Fund EFR Stock Holding History

Boaz Weinstein’s Portfolio EFR Stock Details EFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.77M	Buy	544,453 +282,697	+108%	+$2.97M	0.15%	114
2026 Q1	$2.76M	Buy	+261,756	New	+$2.84M	0.08%	159
2021 Q3	–	Sell	-3,498,624	Closed	-$49.5M	–	527
2021 Q2	$49.5M	Hold	3,498,624	–	–	1.42%	12
2021 Q1	$48.2M	Buy	3,498,624 +167,766	+5%	+$2.26M	1.55%	11
2020 Q4	$42.4M	Buy	3,330,858 +926,109	+39%	+$11.6M	1.74%	14
2020 Q3	$28M	Buy	2,404,749 +130,483	+6%	+$1.52M	1.16%	23
2020 Q2	$25.7M	Buy	2,274,266 +733,043	+48%	+$7.94M	1.13%	25
2020 Q1	$15.2M	Buy	1,541,223 +1,410,416	+1,078%	+$17.6M	0.8%	33
2019 Q4	$1.77M	Buy	130,807 +72,076	+123%	+$940K	0.08%	76
2019 Q3	$766K	Hold	58,731	–	–	0.04%	85
2019 Q2	$769K	Sell	58,731 -5,594	-9%	-$74.2K	0.03%	95
2019 Q1	$838K	Buy	64,325 +19,945	+45%	+$262K	0.04%	104
2018 Q4	$557K	Buy	+44,380	New	+$593K	0.02%	134

Other funds holding EFR

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Boaz Weinstein's EFR Position: Q2 2026 in Review

Boaz Weinstein increased its Eaton Vance Senior Floating-Rate Fund (EFR) stake by 108% in Q2 2026, buying an estimated $2.97M and bringing the position to 544,453 shares worth $5.77M. The position accounts for 0.15% of the portfolio, ranked #114.

Boaz Weinstein first reported a position in EFR in Q4 2018 and has held it in 13 quarters since. The position peaked at $49.5M in Q2 2021. 99 funds tracked by Wall St. Rank hold EFR as of Q2 2026.

Boaz Weinstein held 544,453 shares of Eaton Vance Senior Floating-Rate Fund worth $5.77M as of Q2 2026.
Boaz Weinstein bought 282,697 Eaton Vance Senior Floating-Rate Fund shares in Q2 2026, an estimated $2.97M.
Eaton Vance Senior Floating-Rate Fund made up 0.15% of Boaz Weinstein's portfolio in Q2 2026, its #114 holding.
Boaz Weinstein first reported a position in Eaton Vance Senior Floating-Rate Fund in Q4 2018 and has held it in 13 quarters since.
Boaz Weinstein's Eaton Vance Senior Floating-Rate Fund position peaked at $49.5M in Q2 2021.
99 funds tracked by Wall St. Rank held Eaton Vance Senior Floating-Rate Fund as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.