BA
ENX

Bridgewater Advisors’s Eaton Vance New York Municipal Bond Fund ENX Stock Holding History

Bridgewater Advisors’s Portfolio ENX Stock Details ENX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-45,395
Closed -$441K – 134
2024
Q1 		$441K Sell
45,395
-14,000
-24% -$137K 0.07% 94
2023
Q4 		$573K Hold
59,395
– – 0.09% 87
2023
Q3 		$492K Hold
59,395
– – 0.08% 95
2023
Q2 		$558K Sell
59,395
-4,070
-6% -$38.7K 0.11% 89
2023
Q1 		$617K Sell
63,465
-10,105
-14% -$95.6K 0.13% 93
2022
Q4 		$663K Sell
73,570
-5,000
-6% -$43.9K 0.16% 86
2022
Q3 		$664K Hold
78,570
– – 0.18% 90
2022
Q2 		$731K Buy
78,570
+8,699
+12% +$83.2K 0.15% 106
2022
Q1 		$732K Sell
69,871
-3,800
-5% -$42.6K 0.18% 107
2021
Q4 		$895K Buy
73,671
+7,211
+11% +$88.6K 0.2% 105
2021
Q3 		$815K Buy
66,460
+1,894
+3% +$23.9K 0.22% 102
2021
Q2 		$830K Hold
64,566
– – 0.26% 95
2021
Q1 		$805K Buy
+64,566
New +$784K 0.41% 65

Other funds holding ENX

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
MSL
Mackay Shields LLC New York $2.99B AUM 3.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
AIA
Absolute Investment Advisers Rosemary Beach, Florida $1.03B AUM 1% 1-Year Est. Return

Bridgewater Advisors's ENX Position: Q2 2024 in Review

Bridgewater Advisors sold out of Eaton Vance New York Municipal Bond Fund (ENX) in Q2 2024, closing a stake of 45,395 shares — an estimated $441K sold.

Bridgewater Advisors first reported a position in ENX in Q1 2021 and held it in 13 quarters. The position peaked at $895K in Q4 2021. 41 funds tracked by Wall St. Rank hold ENX as of Q2 2024.

  • Bridgewater Advisors reported no remaining Eaton Vance New York Municipal Bond Fund position as of Q2 2024 after selling out during the quarter.
  • Bridgewater Advisors sold 45,395 Eaton Vance New York Municipal Bond Fund shares in Q2 2024, an estimated $441K.
  • Bridgewater Advisors first reported a position in Eaton Vance New York Municipal Bond Fund in Q1 2021 and held it in 13 quarters.
  • Bridgewater Advisors's Eaton Vance New York Municipal Bond Fund position peaked at $895K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Eaton Vance New York Municipal Bond Fund as of Q2 2024.

Based on Bridgewater Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.