Hall Capital Management’s Eaton Vance Corp. EV Stock Holding History

Hall Capital Management’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
2020 Q4	$330K	Buy	+4,860	New	+$304K	0.24%	73
2020 Q1	–	Sell	-6,750	Closed	-$315K	–	86
2019 Q4	$315K	Sell	6,750 -45	-0.7%	-$2.08K	0.26%	71
2019 Q3	$305K	Sell	6,795 -5	-0.1%	-$216	0.27%	72
2019 Q2	$293K	Sell	6,800 -50	-0.7%	-$2.04K	0.25%	70
2019 Q1	$276K	Buy	6,850 +200	+3%	+$7.93K	0.24%	75
2018 Q4	$234K	Hold	6,650	–	–	0.23%	75
2018 Q3	$350K	Hold	6,650	–	–	0.3%	70
2018 Q2	$347K	Hold	6,650	–	–	0.33%	66
2018 Q1	$370K	Hold	6,650	–	–	0.35%	64
2017 Q4	$375K	Hold	6,650	–	–	0.33%	69
2017 Q3	$328K	Hold	6,650	–	–	0.3%	71
2017 Q2	$315K	Sell	6,650 -100	-1%	-$4.55K	0.3%	73
2017 Q1	$303K	Hold	6,750	–	–	0.29%	71
2016 Q4	$282K	Buy	+6,750	New	+$265K	0.27%	68
2015 Q3	$237K	Hold	7,100	–	–	0.28%	69
2015 Q2	$277K	Hold	7,100	–	–	0.31%	69
2015 Q1	$295K	Hold	7,100	–	–	0.31%	72
2014 Q4	$290K	Buy	+7,100	New	+$279K	0.3%	73

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hall Capital Management's EV Position: Q4 2020 in Review

Hall Capital Management opened a new position in Eaton Vance Corp. (EV) in Q4 2020: 4,860 shares worth $330K. The stake represents 0.24% of the portfolio and ranks #73 among its holdings. This is a return to the name: Hall Capital Management previously reported a position in EV as recently as Q4 2019.

Hall Capital Management first reported a position in EV in Q4 2014 and has held it in 18 quarters since. The position peaked at $375K in Q4 2017. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Hall Capital Management held 4,860 shares of Eaton Vance Corp. worth $330K as of Q4 2020.
Eaton Vance Corp. was a new Hall Capital Management position in Q4 2020.
Eaton Vance Corp. made up 0.24% of Hall Capital Management's portfolio in Q4 2020, its #73 holding.
Hall Capital Management first reported a position in Eaton Vance Corp. in Q4 2014 and has held it in 18 quarters since.
Hall Capital Management's Eaton Vance Corp. position peaked at $375K in Q4 2017.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Hall Capital Management's 13F filing for Q4 2020, filed 2 Mar 2021.