EVM
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Eaton Vance Management’s IDEX IEX Stock Holding History

Eaton Vance Management’s Portfolio IEX Stock Details IEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$17.5M Sell
87,691
-3,498
-4% -$707K 0.03% 476
2022
Q2 		$16.6M Sell
91,189
-3,987
-4% -$751K 0.02% 499
2022
Q1 		$18.2M Buy
95,176
+83,039
+684% +$16.8M 0.02% 525
2021
Q4 		$2.87M Buy
12,137
+230
+2% +$52.2K ﹤0.01% 939
2021
Q3 		$2.14M Buy
11,907
+131
+1% +$29.1K ﹤0.01% 919
2021
Q2 		$2.59M Buy
11,776
+1,167
+11% +$258K ﹤0.01% 953
2021
Q1 		$2.22M Buy
10,609
+279
+3% +$55.3K ﹤0.01% 949
2020
Q4 		$2.06M Hold
10,330
– – ﹤0.01% 920
2020
Q3 		$1.88M Sell
10,330
-196
-2% -$33.9K ﹤0.01% 852
2020
Q2 		$1.66M Buy
+10,526
New +$1.61M ﹤0.01% 854

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