EVM
CWAN

Eaton Vance Management’s Clearwater Analytics CWAN Stock Holding History

Eaton Vance Management’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$29M Buy
1,725,311
+129,198
+8% +$1.88M 0.04% 369
2022
Q2 		$19.2M Sell
1,596,113
-2,151
-0.1% -$34.8K 0.03% 465
2022
Q1 		$33.6M Buy
1,598,264
+157,082
+11% +$2.94M 0.04% 390
2021
Q4 		$33.1M Buy
+1,441,182
New +$32.6M 0.04% 378

Other funds holding CWAN

DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
DIG
Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Eaton Vance Management increased its Clearwater Analytics (CWAN) stake by 8.1% in Q3 2022, buying an estimated $1.88M and bringing the position to 1,725,311 shares worth $29M. The position accounts for 0.04% of the portfolio, ranked #369.

Eaton Vance Management first reported a position in CWAN in Q4 2021 and has held it in 4 quarters since. The position peaked at $33.6M in Q1 2022. 88 funds tracked by Wall St. Rank hold CWAN as of Q3 2022.

  • Eaton Vance Management held 1,725,311 shares of Clearwater Analytics worth $29M as of Q3 2022.
  • Eaton Vance Management bought 129,198 Clearwater Analytics shares in Q3 2022, an estimated $1.88M.
  • Clearwater Analytics made up 0.04% of Eaton Vance Management's portfolio in Q3 2022, its #369 holding.
  • Eaton Vance Management first reported a position in Clearwater Analytics in Q4 2021 and has held it in 4 quarters since.
  • Eaton Vance Management's Clearwater Analytics position peaked at $33.6M in Q1 2022.
  • 88 funds tracked by Wall St. Rank held Clearwater Analytics as of Q3 2022.

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