Eaton Vance Management’s Altabancorp ALTA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-1,713	Closed	-$72K	–	3122
2021 Q1	$72K	Buy	+1,713	New	+$60.4K	﹤0.01%	1697

Other funds holding ALTA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

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

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Eaton Vance Management's ALTA Position: Q2 2021 in Review

Eaton Vance Management sold out of Altabancorp (ALTA) in Q2 2021, closing a stake of 1,713 shares — an estimated $72K sold.

Eaton Vance Management first reported a position in ALTA in Q1 2021 and held it in 1 quarter. The position peaked at $72K in Q1 2021. 92 funds tracked by Wall St. Rank hold ALTA as of Q2 2021.

Eaton Vance Management reported no remaining Altabancorp position as of Q2 2021 after selling out during the quarter.
Eaton Vance Management sold 1,713 Altabancorp shares in Q2 2021, an estimated $72K.
Eaton Vance Management first reported a position in Altabancorp in Q1 2021 and held it in 1 quarter.
Eaton Vance Management's Altabancorp position peaked at $72K in Q1 2021.
92 funds tracked by Wall St. Rank held Altabancorp as of Q2 2021.

Based on Eaton Vance Management's 13F filing for Q2 2021, filed 16 Aug 2021.