D.E. Shaw & Co
EV

D.E. Shaw & Co’s Eaton Vance Corp. EV Stock Holding History

D.E. Shaw & Co’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
2013
Q4 		– Sell
-52,300
Closed -$2.03M – 4783
2013
Q3 		$2.03M Sell
52,300
-13,100
-20% -$521K ﹤0.01% 2402
2013
Q2 		$2.46M Buy
+65,400
New +$2.63M ﹤0.01% 1928

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
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co's EV Position: Q4 2020 in Review

D.E. Shaw & Co sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 361,986 shares — an estimated $13.8M sold.

D.E. Shaw & Co first reported a position in EV in Q2 2013 and held it in 14 quarters. The position peaked at $14.8M in Q2 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • D.E. Shaw & Co reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
  • D.E. Shaw & Co sold 361,986 Eaton Vance Corp. shares in Q4 2020, an estimated $13.8M.
  • D.E. Shaw & Co first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 14 quarters.
  • D.E. Shaw & Co's Eaton Vance Corp. position peaked at $14.8M in Q2 2020.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on D.E. Shaw & Co's 13F filing for Q4 2020, filed 16 Feb 2021.