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Burford Brothers’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Burford Brothers’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 		$295K Hold
21,400
– – 0.12% 136
2025
Q4 		$328K Hold
21,400
– – 0.14% 129
2025
Q3 		$340K Hold
21,400
– – 0.15% 120
2025
Q2 		$331K Hold
21,400
– – 0.15% 121
2025
Q1 		$305K Hold
21,400
– – 0.15% 122
2024
Q4 		$320K Hold
21,400
– – 0.16% 121
2024
Q3 		$314K Sell
21,400
-1,200
-5% -$16.9K 0.16% 124
2024
Q2 		$318K Hold
22,600
– – 0.18% 115
2024
Q1 		$302K Hold
22,600
– – 0.2% 122
2023
Q4 		$275K Buy
+22,600
New +$262K 0.19% 123

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return