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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

David J. Yvars Group's ETY Position: Q2 2026 in Review

David J. Yvars Group increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 29% in Q2 2026, buying an estimated $202K and bringing the position to 62,104 shares worth $899K. The position accounts for 0.42% of the portfolio, ranked #33.

David J. Yvars Group first reported a position in ETY in Q4 2020 and has held it in 23 quarters since. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • David J. Yvars Group held 62,104 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $899K as of Q2 2026.
  • David J. Yvars Group bought 13,813 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $202K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.42% of David J. Yvars Group's portfolio in Q2 2026, its #33 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 23 quarters since.
  • 210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.