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Eaton Vance Management’s WaFd WAFD Stock Holding History

Eaton Vance Management’s Portfolio WAFD Stock Details WAFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,944
Closed -$65K – 2720
2021
Q4 		$65K Buy
1,944
+976
+101% +$33.7K ﹤0.01% 2003
2021
Q3 		$0 Sell
968
-327
-25% -$10.6K ﹤0.01% 2721
2021
Q2 		$41K Buy
1,295
+412
+47% +$13.4K ﹤0.01% 2223
2021
Q1 		$27K Buy
+883
New +$26.4K ﹤0.01% 1973
2020
Q4 		– Sell
-487,056
Closed -$10.2M – 1463
2020
Q3 		$10.2M Buy
487,056
+32,685
+7% +$770K 0.02% 476
2020
Q2 		$12.2M Buy
454,371
+114,927
+34% +$2.96M 0.02% 418
2020
Q1 		$8.81M Buy
+339,444
New +$10.8M 0.02% 431

Other funds holding WAFD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Eaton Vance Management sold out of WaFd (WAFD) in Q1 2022, closing a stake of 1,944 shares — an estimated $65K sold.

Eaton Vance Management first reported a position in WAFD in Q1 2020 and held it in 7 quarters. The position peaked at $12.2M in Q2 2020. 251 funds tracked by Wall St. Rank hold WAFD as of Q1 2022.

  • Eaton Vance Management reported no remaining WaFd position as of Q1 2022 after selling out during the quarter.
  • Eaton Vance Management sold 1,944 WaFd shares in Q1 2022, an estimated $65K.
  • Eaton Vance Management first reported a position in WaFd in Q1 2020 and held it in 7 quarters.
  • Eaton Vance Management's WaFd position peaked at $12.2M in Q2 2020.
  • 251 funds tracked by Wall St. Rank held WaFd as of Q1 2022.

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