EVM
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Eaton Vance Management’s Morningstar MORN Stock Holding History

Eaton Vance Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$16.7M Buy
78,754
+4,088
+5% +$972K 0.02% 485
2022
Q2 		$18.1M Sell
74,666
-25,337
-25% -$6.39M 0.03% 476
2022
Q1 		$27.3M Buy
100,003
+9,177
+10% +$2.59M 0.03% 433
2021
Q4 		$31.1M Buy
90,826
+6,680
+8% +$2.07M 0.04% 389
2021
Q3 		$21.8M Buy
84,146
+20,932
+33% +$5.5M 0.03% 410
2021
Q2 		$16.3M Buy
63,214
+41,770
+195% +$10.1M 0.02% 495
2021
Q1 		$4.83M Buy
21,444
+6,196
+41% +$1.45M 0.01% 748
2020
Q4 		$3.53M Buy
+15,248
New +$3.03M 0.01% 794

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Bank of America
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BAMCO Inc
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BlackRock
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ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return