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Gratus Capital’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Gratus Capital’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
2024
Q2 		$158K Buy
+11,250
New +$152K 0.01% 358

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Morgan Stanley New York $1.66T AUM 25.57% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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

Gratus Capital's ETY Position: Q2 2024 in Review

Gratus Capital opened a new position in Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2024: 11,250 shares worth $158K. The stake represents 0.01% of the portfolio and ranks #358 among its holdings.

177 funds tracked by Wall St. Rank hold ETY as of Q2 2024.

  • Gratus Capital held 11,250 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $158K as of Q2 2024.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund was a new Gratus Capital position in Q2 2024.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Gratus Capital's portfolio in Q2 2024, its #358 holding.
  • 177 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2024.

Based on Gratus Capital's 13F filing for Q2 2024, filed 25 Jul 2024.