DJYG
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David J. Yvars Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

David J. Yvars Group’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
2026
Q3 		$1M Buy
71,283
+9,179
+15% +$132K 0.46% 32
2026
Q2 		$899K Buy
62,104
+13,813
+29% +$202K 0.42% 33
2026
Q1 		$654K Buy
48,291
+4,826
+11% +$71.3K 0.37% 42
2025
Q4 		$669K Buy
43,465
+3,443
+9% +$53.4K 0.36% 36
2025
Q3 		$636K Sell
40,022
-600
-1% -$9.45K 0.34% 39
2025
Q2 		$628K Buy
40,622
+483
+1% +$6.92K 0.37% 36
2025
Q1 		$571K Buy
40,139
+1,377
+4% +$20.7K 0.45% 34
2024
Q4 		$580K Sell
38,762
-20
-0.1% -$298 0.35% 39
2024
Q3 		$565K Buy
38,782
+707
+2% +$9.93K 0.35% 42
2024
Q2 		$536K Buy
38,075
+191
+0.5% +$2.58K 0.34% 41
2024
Q1 		$507K Buy
37,884
+158
+0.4% +$2.01K 0.34% 41
2023
Q4 		$459K Buy
37,726
+174
+0.5% +$2.01K 0.37% 36
2023
Q3 		$433K Sell
37,552
-3,501
-9% -$42.5K 0.36% 39
2023
Q2 		$508K Sell
41,053
-336
-0.8% -$3.95K 0.42% 37
2023
Q1 		$481K Buy
41,389
+523
+1% +$6.04K 0.44% 40
2022
Q4 		$443K Buy
40,866
+3,351
+9% +$38.5K 0.56% 31
2022
Q3 		$407K Buy
37,515
+1,115
+3% +$13.8K 0.45% 34
2022
Q2 		$417K Buy
36,400
+87
+0.2% +$1.08K 0.57% 33
2022
Q1 		$509K Sell
36,313
-11,438
-24% -$160K 0.35% 39
2021
Q4 		$717K Sell
47,751
-11,415
-19% -$167K 0.44% 30
2021
Q3 		$826K Buy
59,166
+68
+0.1% +$974 0.48% 34
2021
Q2 		$831K Buy
59,098
+66
+0.1% +$897 0.47% 35
2021
Q1 		$750K Buy
59,032
+9,412
+19% +$118K 0.48% 34
2020
Q4 		$608K Buy
+49,620
New +$577K 0.41% 35

Other funds holding ETY

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $139M AUM 11.73% 1-Year Est. Return
EB
Exchange Bank Santa Rosa, California $162M AUM 21.51% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

David J. Yvars Group's ETY Position: Q3 2026 in Review

David J. Yvars Group increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 15% in Q3 2026, buying an estimated $132K and bringing the position to 71,283 shares worth $1M. The position accounts for 0.46% of the portfolio, ranked #32.

David J. Yvars Group first reported a position in ETY in Q4 2020 and has held it in 24 quarters since. 7 funds tracked by Wall St. Rank hold ETY as of Q3 2026.

  • David J. Yvars Group held 71,283 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $1M as of Q3 2026.
  • David J. Yvars Group bought 9,179 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2026, an estimated $132K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.46% of David J. Yvars Group's portfolio in Q3 2026, its #32 holding.
  • David J. Yvars Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 24 quarters since.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2026.

Based on David J. Yvars Group's 13F filing for Q3 2026, filed 9 Oct 2026.