Everstar Asset Management’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Everstar Asset Management’s Portfolio EOI Stock Details EOI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,820	Closed	-$289K	–	196
2025 Q2	$289K	Buy	13,820 +330	+2%	+$6.36K	0.18%	147
2025 Q1	$253K	Buy	13,490 +166	+1%	+$3.36K	0.17%	148
2024 Q4	$277K	Sell	13,324 -1,103	-8%	-$22.9K	0.2%	142
2024 Q3	$292K	Buy	+14,427	New	+$278K	0.2%	139

Other funds holding EOI

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return

Everstar Asset Management's EOI Position: Q3 2025 in Review

Everstar Asset Management sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q3 2025, closing a stake of 13,820 shares — an estimated $289K sold.

Everstar Asset Management first reported a position in EOI in Q3 2024 and held it in 4 quarters. The position peaked at $292K in Q3 2024. 84 funds tracked by Wall St. Rank hold EOI as of Q3 2025.

Everstar Asset Management reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q3 2025 after selling out during the quarter.
Everstar Asset Management sold 13,820 Eaton Vance Enhanced Equity Income Fund shares in Q3 2025, an estimated $289K.
Everstar Asset Management first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2024 and held it in 4 quarters.
Everstar Asset Management's Eaton Vance Enhanced Equity Income Fund position peaked at $292K in Q3 2024.
84 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q3 2025.

Based on Everstar Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.