Ellevest Inc’s Eaton Vance Corp. EV Stock Holding History

Ellevest Inc’s Portfolio EV Stock Details EV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-61	Closed	-$4K	–	1405
2020 Q4	$4K	Buy	+61	New	+$3.81K	﹤0.01%	890

Other funds holding EV

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Ellevest Inc's EV Position: Q1 2021 in Review

Ellevest Inc sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 61 shares — an estimated $4K sold.

Ellevest Inc first reported a position in EV in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Ellevest Inc reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Ellevest Inc sold 61 Eaton Vance Corp. shares in Q1 2021, an estimated $4K.
Ellevest Inc first reported a position in Eaton Vance Corp. in Q4 2020 and held it in 1 quarter.
Ellevest Inc's Eaton Vance Corp. position peaked at $4K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Ellevest Inc's 13F filing for Q1 2021, filed 3 May 2021.