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 $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return