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D.J. St. Germain’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

D.J. St. Germain’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
2024
Q2 		– Sell
-190
Closed -$2.54K – 795
2024
Q1 		$2.54K Hold
190
– – ﹤0.01% 668
2023
Q4 		$2.32K Hold
190
– – ﹤0.01% 676
2023
Q3 		$2.19K Hold
190
– – ﹤0.01% 653
2023
Q2 		$2.37K Buy
+190
New +$2.23K ﹤0.01% 644

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.J. St. Germain's ETY Position: Q2 2024 in Review

D.J. St. Germain sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2024, closing a stake of 190 shares — an estimated $2.54K sold.

D.J. St. Germain first reported a position in ETY in Q2 2023 and held it in 4 quarters. The position peaked at $2.54K in Q1 2024. 177 funds tracked by Wall St. Rank hold ETY as of Q2 2024.

  • D.J. St. Germain reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2024 after selling out during the quarter.
  • D.J. St. Germain sold 190 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2024, an estimated $2.54K.
  • D.J. St. Germain first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2023 and held it in 4 quarters.
  • D.J. St. Germain's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $2.54K in Q1 2024.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2024.

Based on D.J. St. Germain's 13F filing for Q2 2024, filed 8 Jul 2024.