Eaton Vance Management’s Piper Sandler PIPR Stock Holding History

Eaton Vance Management’s Portfolio PIPR Stock Details PIPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$360K	Sell	13,732 -76	-0.6%	-$2.21K	﹤0.01%	1397
2022 Q2	$391K	Sell	13,808 -2,084	-13%	-$63K	﹤0.01%	1415
2022 Q1	$522K	Sell	15,892 -328	-2%	-$12.1K	﹤0.01%	1507
2021 Q4	$724K	Buy	16,220 +276	+2%	+$11.7K	﹤0.01%	1244
2021 Q3	$475K	Buy	15,944 +152	+1%	+$5.09K	﹤0.01%	1227
2021 Q2	$512K	Buy	15,792 +1,764	+13%	+$54K	﹤0.01%	1342
2021 Q1	$385K	Hold	14,028	–	–	﹤0.01%	1335
2020 Q4	$354K	Hold	14,028	–	–	﹤0.01%	1296
2020 Q3	$256K	Sell	14,028 -8	-0.1%	-$136	﹤0.01%	1247
2020 Q2	$208K	Buy	+14,036	New	+$198K	﹤0.01%	1252
2020 Q1	–	Sell	-13,960	Closed	-$279K	–	1337
2019 Q4	$279K	Buy	13,960 +32	+0.2%	+$620	﹤0.01%	1226
2019 Q3	$263K	Buy	13,928 +32	+0.2%	+$596	﹤0.01%	1216
2019 Q2	$258K	Hold	13,896	–	–	﹤0.01%	1220
2019 Q1	$253K	Hold	13,896	–	–	﹤0.01%	1171
2018 Q4	$229K	Hold	13,896	–	–	﹤0.01%	1126
2018 Q3	$265K	Buy	13,896 +32	+0.2%	+$614	﹤0.01%	1141
2018 Q2	$266K	Buy	+13,864	New	+$271K	﹤0.01%	1121

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Eaton Vance Management reduced its Piper Sandler (PIPR) stake by 0.55% in Q3 2022, selling an estimated $2.21K and leaving 13,732 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #1397.

Eaton Vance Management first reported a position in PIPR in Q2 2018 and has held it in 17 quarters since. The position peaked at $724K in Q4 2021. 242 funds tracked by Wall St. Rank hold PIPR as of Q3 2022.

Eaton Vance Management held 13,732 shares of Piper Sandler worth $360K as of Q3 2022.
Eaton Vance Management sold 76 Piper Sandler shares in Q3 2022, an estimated $2.21K.
Piper Sandler made up ﹤0.01% of Eaton Vance Management's portfolio in Q3 2022, its #1397 holding.
Eaton Vance Management first reported a position in Piper Sandler in Q2 2018 and has held it in 17 quarters since.
Eaton Vance Management's Piper Sandler position peaked at $724K in Q4 2021.
242 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2022.

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