Ensign Peak Advisors
EV

Ensign Peak Advisors’s Eaton Vance Corp. EV Stock Holding History

Ensign Peak Advisors’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
2020
Q4 		– Sell
-107,019
Closed -$4.08M – 1899
2020
Q3 		$4.08M Buy
107,019
+6,430
+6% +$246K 0.01% 687
2020
Q2 		$3.88M Buy
100,589
+14,880
+17% +$542K 0.01% 689
2020
Q1 		$2.76M Buy
85,709
+2,300
+3% +$97.6K 0.01% 697
2019
Q4 		$3.89M Buy
+83,409
New +$3.86M 0.01% 721

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ensign Peak Advisors's EV Position: Q4 2020 in Review

Ensign Peak Advisors sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 107,019 shares — an estimated $4.08M sold.

Ensign Peak Advisors first reported a position in EV in Q4 2019 and held it in 4 quarters. The position peaked at $4.08M in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • Ensign Peak Advisors reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
  • Ensign Peak Advisors sold 107,019 Eaton Vance Corp. shares in Q4 2020, an estimated $4.08M.
  • Ensign Peak Advisors first reported a position in Eaton Vance Corp. in Q4 2019 and held it in 4 quarters.
  • Ensign Peak Advisors's Eaton Vance Corp. position peaked at $4.08M in Q3 2020.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Ensign Peak Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.