Bradley Foster & Sargent’s Eaton Vance Corp. EV Stock Holding History

Bradley Foster & Sargent’s Portfolio EV Stock Details EV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-12,800	Closed	-$870K	–	388
2020 Q4	$870K	Hold	12,800	–	–	0.02%	230
2020 Q3	$488K	Buy	+12,800	New	+$489K	0.01%	256
2020 Q1	$310K	Hold	9,600	–	–	0.01%	272
2019 Q4	$448K	Buy	+9,600	New	+$444K	0.01%	278

Other funds holding EV

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Bradley Foster & Sargent's EV Position: Q1 2021 in Review

Bradley Foster & Sargent sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 12,800 shares — an estimated $870K sold.

Bradley Foster & Sargent first reported a position in EV in Q4 2019 and held it in 4 quarters. The position peaked at $870K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Bradley Foster & Sargent reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Bradley Foster & Sargent sold 12,800 Eaton Vance Corp. shares in Q1 2021, an estimated $870K.
Bradley Foster & Sargent first reported a position in Eaton Vance Corp. in Q4 2019 and held it in 4 quarters.
Bradley Foster & Sargent's Eaton Vance Corp. position peaked at $870K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Bradley Foster & Sargent's 13F filing for Q1 2021, filed 26 Apr 2021.