Eaton Vance Management’s Workiva WK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$3.52M	Hold	45,300	–	–	0.01%	875
2022 Q2	$2.99M	Sell	45,300 -10,414	-19%	-$867K	﹤0.01%	949
2022 Q1	$6.57M	Buy	55,714 +10,414	+23%	+$1.15M	0.01%	815
2021 Q4	$5.91M	Hold	45,300	–	–	0.01%	746
2021 Q3	$6.38M	Hold	45,300	–	–	0.01%	666
2021 Q2	$5.04M	Sell	45,300 -109	-0.2%	-$10.6K	0.01%	782
2021 Q1	$4.01M	Buy	45,409 +109	+0.2%	+$10.8K	0.01%	797
2020 Q4	$4.15M	Hold	45,300	–	–	0.01%	760
2020 Q3	$2.53M	Hold	45,300	–	–	﹤0.01%	783
2020 Q2	$2.42M	Hold	45,300	–	–	﹤0.01%	767
2020 Q1	$1.47M	Buy	+45,300	New	+$1.88M	﹤0.01%	822
2015 Q4	–	Sell	-243,238	Closed	-$3.69M	–	957
2015 Q3	$3.69M	Buy	243,238 +65	+0%	+$939	0.01%	444
2015 Q2	$3.36M	Sell	243,173 -86,617	-26%	-$1.21M	0.01%	458
2015 Q1	$4.75M	Sell	329,790 -55,294	-14%	-$768K	0.01%	409
2014 Q4	$5.16M	Buy	+385,084	New	+$5.27M	0.02%	393

Other funds holding WK

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

PIMC

Praesidium Investment Management Company New York $419M AUM 4.58% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Eaton Vance Management held its Workiva (WK) position steady in Q3 2022 at 45,300 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #875.

Eaton Vance Management first reported a position in WK in Q4 2014 and has held it in 15 quarters since. The position peaked at $6.57M in Q1 2022. 262 funds tracked by Wall St. Rank hold WK as of Q3 2022.

Eaton Vance Management held 45,300 shares of Workiva worth $3.52M as of Q3 2022.
Eaton Vance Management left its Workiva share count unchanged in Q3 2022.
Workiva made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #875 holding.
Eaton Vance Management first reported a position in Workiva in Q4 2014 and has held it in 15 quarters since.
Eaton Vance Management's Workiva position peaked at $6.57M in Q1 2022.
262 funds tracked by Wall St. Rank held Workiva as of Q3 2022.

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