Gifford Fong Associates’s Eaton Vance Corp. EV Stock Holding History

Gifford Fong Associates’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	-10,000	Closed	-$679K	–	136
2020 Q4	$679K	Hold	10,000	–	–	0.16%	97
2020 Q3	$382K	Hold	10,000	–	–	0.1%	104
2020 Q2	$386K	Hold	10,000	–	–	0.12%	103
2020 Q1	$323K	Hold	10,000	–	–	0.12%	99
2019 Q4	$467K	Hold	10,000	–	–	0.14%	102
2019 Q3	$449K	Hold	10,000	–	–	0.15%	96
2019 Q2	$431K	Hold	10,000	–	–	0.14%	98
2019 Q1	$403K	Hold	10,000	–	–	0.13%	99
2018 Q4	$352K	Hold	10,000	–	–	0.13%	99
2018 Q3	$526K	Hold	10,000	–	–	0.17%	93
2018 Q2	$522K	Hold	10,000	–	–	0.18%	88
2018 Q1	$557K	Buy	+10,000	New	+$568K	0.23%	74

Other funds holding EV

IAIM

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

Gifford Fong Associates's EV Position: Q1 2021 in Review

Gifford Fong Associates sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 10,000 shares — an estimated $679K sold.

Gifford Fong Associates first reported a position in EV in Q1 2018 and held it in 12 quarters. The position peaked at $679K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Gifford Fong Associates reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Gifford Fong Associates sold 10,000 Eaton Vance Corp. shares in Q1 2021, an estimated $679K.
Gifford Fong Associates first reported a position in Eaton Vance Corp. in Q1 2018 and held it in 12 quarters.
Gifford Fong Associates's Eaton Vance Corp. position peaked at $679K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Gifford Fong Associates's 13F filing for Q1 2021, filed 12 May 2021.