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Eaton Vance Management’s StoneX SNEX Stock Holding History

Eaton Vance Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,716
Closed -$69K – 2572
2021
Q4 		$69K Buy
5,716
+1,438
+34% +$18.8K ﹤0.01% 1972
2021
Q3 		$0 Buy
4,278
+522
+14% +$6.71K ﹤0.01% 2604
2021
Q2 		$45K Buy
3,756
+3,376
+888% +$43.6K ﹤0.01% 2188
2021
Q1 		$5K Buy
+380
New +$4.58K ﹤0.01% 2618

Other funds holding SNEX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $321M AUM 44.58% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

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

Eaton Vance Management sold out of StoneX (SNEX) in Q1 2022, closing a stake of 5,716 shares — an estimated $69K sold.

Eaton Vance Management first reported a position in SNEX in Q1 2021 and held it in 4 quarters. The position peaked at $69K in Q4 2021. 172 funds tracked by Wall St. Rank hold SNEX as of Q1 2022.

  • Eaton Vance Management reported no remaining StoneX position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 5,716 StoneX shares in Q1 2022, an estimated $69K.
  • Eaton Vance Management first reported a position in StoneX in Q1 2021 and held it in 4 quarters.
  • Eaton Vance Management's StoneX position peaked at $69K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held StoneX as of Q1 2022.

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