Fidelity Investments’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Fidelity Investments’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
2024 Q4	–	Sell	-1	Closed	-$20	–	5627
2024 Q3	$20	Buy	+1	New	+$19	﹤0.01%	5358
2023 Q1	–	Sell	-1	Closed	-$15	–	5352
2022 Q4	$15	Buy	+1	New	+$16	﹤0.01%	5173
2022 Q3	–	Sell	-1	Closed	–	–	4994
2022 Q2	$0	Buy	+1	New	+$16	﹤0.01%	5047
2021 Q4	–	Sell	-1	Closed	–	–	4494
2021 Q3	$0	Buy	+1	New	+$19	﹤0.01%	4517
2021 Q1	–	Sell	-8	Closed	–	–	4104
2020 Q4	$0	Buy	+8	New	+$122	﹤0.01%	3937
2020 Q2	–	Sell	-1	Closed	–	–	3719
2020 Q1	$0	Buy	+1	New	+$15	﹤0.01%	3765
2019 Q4	–	Sell	-1	Closed	–	–	3891
2019 Q3	$0	Hold	1	–	–	﹤0.01%	3874
2019 Q2	$0	Hold	1	–	–	﹤0.01%	3831
2019 Q1	$0	Sell	1 -4	-80%	-$56	﹤0.01%	3732
2018 Q4	$0	Buy	5 +4	+400%	+$56	﹤0.01%	3648
2018 Q3	$0	Buy	+1	New	+$16	﹤0.01%	3577

Other funds holding EOI

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Fidelity Investments's EOI Position: Q4 2024 in Review

Fidelity Investments sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2024, closing a stake of 1 share — an estimated $20 sold.

Fidelity Investments first reported a position in EOI in Q3 2018 and held it in 11 quarters. The position peaked at $20 in Q3 2024. 84 funds tracked by Wall St. Rank hold EOI as of Q4 2024.

Fidelity Investments reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2024 after selling out during the quarter.
Fidelity Investments sold 1 Eaton Vance Enhanced Equity Income Fund share in Q4 2024, an estimated $20.
Fidelity Investments first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2018 and held it in 11 quarters.
Fidelity Investments's Eaton Vance Enhanced Equity Income Fund position peaked at $20 in Q3 2024.
84 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.