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DiNuzzo Private Wealth’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

DiNuzzo Private Wealth’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
2024
Q4 		– Sell
-102
Closed -$890 – 1430
2024
Q3 		$890 Buy
+102
New +$858 ﹤0.01% 898

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DiNuzzo Private Wealth's EXG Position: Q4 2024 in Review

DiNuzzo Private Wealth sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024, closing a stake of 102 shares — an estimated $890 sold.

DiNuzzo Private Wealth first reported a position in EXG in Q3 2024 and held it in 1 quarter. The position peaked at $890 in Q3 2024. 276 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

  • DiNuzzo Private Wealth reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • DiNuzzo Private Wealth sold 102 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2024, an estimated $890.
  • DiNuzzo Private Wealth first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q3 2024 and held it in 1 quarter.
  • DiNuzzo Private Wealth's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $890 in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on DiNuzzo Private Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.