CIM
EV

Cambria Investment Management’s Eaton Vance Corp. EV Stock Holding History

Cambria Investment Management’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
2019
Q4 		– Sell
-107,882
Closed -$4.85M – 244
2019
Q3 		$4.85M Buy
107,882
+678
+0.6% +$29.3K 0.73% 57
2019
Q2 		$4.62M Buy
107,204
+5,575
+5% +$227K 0.71% 63
2019
Q1 		$4.1M Sell
101,629
-2,753
-3% -$109K 0.63% 78
2018
Q4 		$3.67M Buy
104,382
+24,977
+31% +$1.06M 0.62% 74
2018
Q3 		$4.17M Sell
79,405
-1,654
-2% -$87.6K 0.61% 76
2018
Q2 		$4.28M Sell
81,059
-8,418
-9% -$464K 0.63% 63
2018
Q1 		$4.98M Sell
89,477
-26,349
-23% -$1.5M 0.72% 40
2017
Q4 		$6.53M Sell
115,826
-6,137
-5% -$325K 0.91% 26
2017
Q3 		$6.02M Buy
121,963
+78,913
+183% +$3.77M 0.93% 26
2017
Q2 		$2.04M Buy
+43,050
New +$1.96M 0.44% 63

Other funds holding EV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambria Investment Management's EV Position: Q4 2019 in Review

Cambria Investment Management sold out of Eaton Vance Corp. (EV) in Q4 2019, closing a stake of 107,882 shares — an estimated $4.85M sold.

Cambria Investment Management first reported a position in EV in Q2 2017 and held it in 10 quarters. The position peaked at $6.53M in Q4 2017. 371 funds tracked by Wall St. Rank hold EV as of Q4 2019.

  • Cambria Investment Management reported no remaining Eaton Vance Corp. position as of Q4 2019 after selling out during the quarter.
  • Cambria Investment Management sold 107,882 Eaton Vance Corp. shares in Q4 2019, an estimated $4.85M.
  • Cambria Investment Management first reported a position in Eaton Vance Corp. in Q2 2017 and held it in 10 quarters.
  • Cambria Investment Management's Eaton Vance Corp. position peaked at $6.53M in Q4 2017.
  • 371 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2019.

Based on Cambria Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.