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

David J. Yvars Group’s Portfolio EXG Stock Details EXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$523K Buy
55,466
+395
+0.7% +$3.86K 0.24% 50
2026
Q2 		$535K Sell
55,071
-7,860
-12% -$73.7K 0.25% 51
2026
Q1 		$533K Buy
62,931
+370
+0.6% +$3.47K 0.3% 45
2025
Q4 		$594K Buy
62,561
+7,249
+13% +$66.7K 0.32% 41
2025
Q3 		$501K Sell
55,312
-177
-0.3% -$1.57K 0.27% 45
2025
Q2 		$485K Buy
55,489
+3,805
+7% +$31.5K 0.28% 43
2025
Q1 		$421K Buy
51,684
+1,507
+3% +$12.6K 0.33% 36
2024
Q4 		$410K Buy
50,177
+195
+0.4% +$1.65K 0.25% 51
2024
Q3 		$433K Buy
49,982
+194
+0.4% +$1.63K 0.27% 44
2024
Q2 		$421K Buy
49,788
+183
+0.4% +$1.5K 0.26% 47
2024
Q1 		$403K Buy
49,605
+166
+0.3% +$1.31K 0.27% 47
2023
Q4 		$383K Sell
49,439
-9,964
-17% -$74K 0.31% 42
2023
Q3 		$436K Sell
59,403
-7,846
-12% -$61.1K 0.36% 38
2023
Q2 		$532K Buy
67,249
+365
+0.5% +$2.85K 0.44% 36
2023
Q1 		$519K Buy
66,884
+4,055
+6% +$31.3K 0.47% 38
2022
Q4 		$471K Buy
62,829
+301
+0.5% +$2.3K 0.59% 29
2022
Q3 		$455K Buy
62,528
+5,453
+10% +$45.4K 0.51% 32
2022
Q2 		$444K Buy
57,075
+1,909
+3% +$16.5K 0.6% 30
2022
Q1 		$538K Sell
55,166
-13,998
-20% -$135K 0.37% 36
2021
Q4 		$733K Sell
69,164
-14,010
-17% -$146K 0.45% 29
2021
Q3 		$834K Buy
83,174
+99
+0.1% +$1.03K 0.49% 33
2021
Q2 		$847K Buy
83,075
+93
+0.1% +$916 0.48% 34
2021
Q1 		$764K Buy
82,982
+13,202
+19% +$119K 0.49% 33
2020
Q4 		$611K Buy
+69,780
New +$565K 0.41% 34

Other funds holding EXG

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
SP
Successful Portfolios Clearwater, Florida $217M AUM 30.72% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

David J. Yvars Group increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 0.72% in Q3 2026, buying an estimated $3.86K and bringing the position to 55,466 shares worth $523K. The position accounts for 0.24% of the portfolio, ranked #50.

David J. Yvars Group first reported a position in EXG in Q4 2020 and has held it in 24 quarters since. The position peaked at $847K in Q2 2021. 13 funds tracked by Wall St. Rank hold EXG as of Q3 2026.

  • David J. Yvars Group held 55,466 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $523K as of Q3 2026.
  • David J. Yvars Group bought 395 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2026, an estimated $3.86K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.24% of David J. Yvars Group's portfolio in Q3 2026, its #50 holding.
  • David J. Yvars Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2020 and has held it in 24 quarters since.
  • David J. Yvars Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $847K in Q2 2021.
  • 13 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2026.

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