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Eaton Vance Management’s ROBO Global Healthcare Technology and Innovation ETF HTEC Stock Holding History

Eaton Vance Management’s Portfolio HTEC Stock Details HTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-223
Closed -$10K – 2215
2021
Q4 		$10K Sell
223
-438
-66% -$19.6K ﹤0.01% 2535
2021
Q3 		$0 Hold
661
– – ﹤0.01% 2322
2021
Q2 		$32K Hold
661
– – ﹤0.01% 2298
2021
Q1 		$29K Buy
+661
New +$30.7K ﹤0.01% 1943

Other funds holding HTEC

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Eaton Vance Management sold out of ROBO Global Healthcare Technology and Innovation ETF (HTEC) in Q1 2022, closing a stake of 223 shares — an estimated $10K sold.

Eaton Vance Management first reported a position in HTEC in Q1 2021 and held it in 4 quarters. The position peaked at $32K in Q2 2021. 40 funds tracked by Wall St. Rank hold HTEC as of Q1 2022.

  • Eaton Vance Management reported no remaining ROBO Global Healthcare Technology and Innovation ETF position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 223 ROBO Global Healthcare Technology and Innovation ETF shares in Q1 2022, an estimated $10K.
  • Eaton Vance Management first reported a position in ROBO Global Healthcare Technology and Innovation ETF in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's ROBO Global Healthcare Technology and Innovation ETF position peaked at $32K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held ROBO Global Healthcare Technology and Innovation ETF as of Q1 2022.

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