Cerebellum’s Eaton Vance Corp. EV Stock Holding History

Cerebellum’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
2020 Q3	$64K	Sell	1,670 -600	-26%	-$22.9K	0.3%	180
2020 Q2	$128K	Buy	+2,270	New	+$82.6K	0.09%	182
2018 Q4	–	Sell	-3,325	Closed	-$175K	–	564
2018 Q3	$175K	Buy	3,325 +2,793	+525%	+$148K	0.28%	261
2018 Q2	$28K	Sell	532 -2,774	-84%	-$153K	0.05%	360
2018 Q1	$184K	Buy	3,306 +1,036	+46%	+$58.8K	0.24%	216
2017 Q4	$128K	Buy	+2,270	New	+$120K	0.09%	182

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cerebellum's EV Position: Q3 2020 in Review

Cerebellum reduced its Eaton Vance Corp. (EV) stake by 26% in Q3 2020, selling an estimated $22.9K and leaving 1,670 shares worth $64K. The position accounts for 0.3% of the portfolio, ranked #180.

Cerebellum first reported a position in EV in Q4 2017 and has held it in 6 quarters since. The position peaked at $184K in Q1 2018. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

Cerebellum held 1,670 shares of Eaton Vance Corp. worth $64K as of Q3 2020.
Cerebellum sold 600 Eaton Vance Corp. shares in Q3 2020, an estimated $22.9K.
Eaton Vance Corp. made up 0.3% of Cerebellum's portfolio in Q3 2020, its #180 holding.
Cerebellum first reported a position in Eaton Vance Corp. in Q4 2017 and has held it in 6 quarters since.
Cerebellum's Eaton Vance Corp. position peaked at $184K in Q1 2018.
321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Cerebellum's 13F filing for Q3 2020, filed 21 Oct 2020.