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Garden State Investment Advisory Services’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Garden State Investment Advisory Services’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$181K Sell
13,088
-1,435
-10% -$21.2K 0.04% 295
2025
Q4 		$223K Buy
14,523
+55
+0.4% +$853 0.05% 281
2025
Q3 		$230K Buy
14,468
+61
+0.4% +$960 0.05% 264
2025
Q2 		$223K Buy
14,407
+59
+0.4% +$846 0.06% 261
2025
Q1 		$205K Buy
14,348
+60
+0.4% +$900 0.07% 239
2024
Q4 		$214K Sell
14,288
-1,693
-11% -$25.2K 0.06% 227
2024
Q3 		$234K Buy
15,981
+675
+4% +$9.48K 0.08% 197
2024
Q2 		$215K Sell
15,306
-409
-3% -$5.52K 0.07% 205
2024
Q1 		$208K Sell
15,715
-943
-6% -$12K 0.08% 207
2023
Q4 		$203K Buy
16,658
+2,063
+14% +$23.9K 0.08% 199
2023
Q3 		$168K Buy
14,595
+30
+0.2% +$364 0.08% 181
2023
Q2 		$181K Buy
14,565
+1,530
+12% +$18K 0.07% 199
2023
Q1 		$152K Buy
13,035
+31
+0.2% +$358 0.07% 192
2022
Q4 		$141K Buy
+13,004
New +$149K 0.08% 180

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Garden State Investment Advisory Services's ETY Position: Q1 2026 in Review

Garden State Investment Advisory Services reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 9.9% in Q1 2026, selling an estimated $21.2K and leaving 13,088 shares worth $181K. The position accounts for 0.04% of the portfolio, ranked #295.

Garden State Investment Advisory Services first reported a position in ETY in Q4 2022 and has held it in 14 quarters since. The position peaked at $234K in Q3 2024. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • Garden State Investment Advisory Services held 13,088 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $181K as of Q1 2026.
  • Garden State Investment Advisory Services sold 1,435 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $21.2K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.04% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #295 holding.
  • Garden State Investment Advisory Services first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2022 and has held it in 14 quarters since.
  • Garden State Investment Advisory Services's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $234K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.