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Eaton Vance Management’s Affirm AFRM Stock Holding History

Eaton Vance Management’s Portfolio AFRM Stock Details AFRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$8.69M Hold
463,416
– – 0.01% 636
2022
Q2 		$8.37M Buy
463,416
+83,480
+22% +$2.27M 0.01% 662
2022
Q1 		$17.6M Sell
379,936
-255
-0.1% -$13.3K 0.02% 536
2021
Q4 		$38.2M Buy
380,191
+309,555
+438% +$40.9M 0.05% 350
2021
Q3 		$8.4M Buy
70,636
+48,184
+215% +$3.85M 0.01% 600
2021
Q2 		$1.51M Buy
+22,452
New +$1.43M ﹤0.01% 1070

Other funds holding AFRM

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.85B AUM 15.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Eaton Vance Management held its Affirm (AFRM) position steady in Q3 2022 at 463,416 shares worth $8.69M. The position accounts for 0.01% of the portfolio, ranked #636.

Eaton Vance Management first reported a position in AFRM in Q2 2021 and has held it in 6 quarters since. The position peaked at $38.2M in Q4 2021. 354 funds tracked by Wall St. Rank hold AFRM as of Q3 2022.

  • Eaton Vance Management held 463,416 shares of Affirm worth $8.69M as of Q3 2022.
  • Eaton Vance Management left its Affirm share count unchanged in Q3 2022.
  • Affirm made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #636 holding.
  • Eaton Vance Management first reported a position in Affirm in Q2 2021 and has held it in 6 quarters since.
  • Eaton Vance Management's Affirm position peaked at $38.2M in Q4 2021.
  • 354 funds tracked by Wall St. Rank held Affirm as of Q3 2022.

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