C
EV

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return