Eaton Vance Management’s American Coastal Insurance ACIC Stock Holding History

Eaton Vance Management’s Portfolio ACIC Stock Details ACIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$19K	Hold	30,082	–	–	﹤0.01%	1535
2022 Q2	$47K	Sell	30,082 -3,444	-10%	-$7.31K	﹤0.01%	1556
2022 Q1	$111K	Sell	33,526 -3,865	-10%	-$14.6K	﹤0.01%	1782
2021 Q4	$163K	Sell	37,391 -1,650	-4%	-$7.08K	﹤0.01%	1631
2021 Q3	$109K	Buy	39,041 +5,144	+15%	+$20.7K	﹤0.01%	1420
2021 Q2	$193K	Buy	33,897 +3,772	+13%	+$23.1K	﹤0.01%	1614
2021 Q1	$217K	Hold	30,125	–	–	﹤0.01%	1443
2020 Q4	$172K	Sell	30,125 -46	-0.2%	-$233	﹤0.01%	1422
2020 Q3	$183K	Buy	30,171 +30	+0.1%	+$230	﹤0.01%	1298
2020 Q2	$236K	Sell	30,141 -36	-0.1%	-$292	﹤0.01%	1236
2020 Q1	$279K	Buy	30,177 +4,041	+15%	+$40.7K	﹤0.01%	1161
2019 Q4	$330K	Hold	26,136	–	–	﹤0.01%	1195
2019 Q3	$366K	Buy	26,136 +11	+0%	+$142	﹤0.01%	1165
2019 Q2	$373K	Hold	26,125	–	–	﹤0.01%	1149
2019 Q1	$415K	Buy	+26,125	New	+$422K	﹤0.01%	1083

Other funds holding ACIC

TCM

Tieton Capital Management Yakima, Washington $348M AUM 45.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SWA

Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Eaton Vance Management's ACIC Position: Q3 2022 in Review

Eaton Vance Management held its American Coastal Insurance (ACIC) position steady in Q3 2022 at 30,082 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Eaton Vance Management first reported a position in ACIC in Q1 2019 and has held it in 15 quarters since. The position peaked at $415K in Q1 2019. 46 funds tracked by Wall St. Rank hold ACIC as of Q3 2022.

Eaton Vance Management held 30,082 shares of American Coastal Insurance worth $19K as of Q3 2022.
Eaton Vance Management left its American Coastal Insurance share count unchanged in Q3 2022.
American Coastal Insurance made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1535 holding.
Eaton Vance Management first reported a position in American Coastal Insurance in Q1 2019 and has held it in 15 quarters since.
Eaton Vance Management's American Coastal Insurance position peaked at $415K in Q1 2019.
46 funds tracked by Wall St. Rank held American Coastal Insurance as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.