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Golden Green’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Golden Green’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
2023
Q3 		$1.19M Buy
103,233
+3,194
+3% +$38.7K 1.22% 31
2023
Q2 		$1.25M Sell
100,039
-898
-0.9% -$10.6K 1.35% 27
2023
Q1 		$1.18M Buy
+100,937
New +$1.17M 1.38% 25

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Golden Green's ETY Position: Q3 2023 in Review

Golden Green increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 3.2% in Q3 2023, buying an estimated $38.7K and bringing the position to 103,233 shares worth $1.19M. The position accounts for 1.22% of the portfolio, ranked #31.

Golden Green first reported a position in ETY in Q1 2023 and has held it in 3 quarters since. The position peaked at $1.25M in Q2 2023. 175 funds tracked by Wall St. Rank hold ETY as of Q3 2023.

  • Golden Green held 103,233 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $1.19M as of Q3 2023.
  • Golden Green bought 3,194 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2023, an estimated $38.7K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 1.22% of Golden Green's portfolio in Q3 2023, its #31 holding.
  • Golden Green first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2023 and has held it in 3 quarters since.
  • Golden Green's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.25M in Q2 2023.
  • 175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.