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Eaton Vance Management’s Davis Select US Equity ETF DUSA Stock Holding History

Eaton Vance Management’s Portfolio DUSA Stock Details DUSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,663
Closed -$57K – 2032
2021
Q4 		$57K Hold
1,663
– – ﹤0.01% 2044
2021
Q3 		$0 Hold
1,663
– – ﹤0.01% 2186
2021
Q2 		$59K Hold
1,663
– – ﹤0.01% 2100
2021
Q1 		$55K Buy
+1,663
New +$52.5K ﹤0.01% 1770

Other funds holding DUSA

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LFAS
Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.35B AUM 34.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Eaton Vance Management's DUSA Position: Q1 2022 in Review

Eaton Vance Management sold out of Davis Select US Equity ETF (DUSA) in Q1 2022, closing a stake of 1,663 shares — an estimated $57K sold.

Eaton Vance Management first reported a position in DUSA in Q1 2021 and held it in 4 quarters. The position peaked at $59K in Q2 2021. 44 funds tracked by Wall St. Rank hold DUSA as of Q1 2022.

  • Eaton Vance Management reported no remaining Davis Select US Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 1,663 Davis Select US Equity ETF shares in Q1 2022, an estimated $57K.
  • Eaton Vance Management first reported a position in Davis Select US Equity ETF in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's Davis Select US Equity ETF position peaked at $59K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Davis Select US Equity ETF as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.