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

Harbor Investment Advisory’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
2025 Q2	–	Sell	-4,556	Closed	-$65K	–	1191
2025 Q1	$65K	Hold	4,556	–	–	0.01%	551
2024 Q4	$68.1K	Hold	4,556	–	–	0.01%	533
2024 Q3	$66.7K	Hold	4,556	–	–	0.01%	540
2024 Q2	$64K	Hold	4,556	–	–	0.01%	535
2024 Q1	$60.9K	Hold	4,556	–	–	0.01%	545
2023 Q4	$55.5K	Hold	4,556	–	–	0.01%	551
2023 Q3	$52.6K	Hold	4,556	–	–	0.01%	534
2023 Q2	$56.8K	Sell	4,556 -2,856	-39%	-$33.6K	0.01%	678
2023 Q1	$86.5K	Hold	7,412	–	–	0.01%	540
2022 Q4	$80.5K	Hold	7,412	–	–	0.01%	546
2022 Q3	$80K	Hold	7,412	–	–	0.01%	522
2022 Q2	$84K	Hold	7,412	–	–	0.01%	545
2022 Q1	$104K	Hold	7,412	–	–	0.01%	526
2021 Q4	$112K	Hold	7,412	–	–	0.01%	508
2021 Q3	$103K	Hold	7,412	–	–	0.01%	519
2021 Q2	$104K	Hold	7,412	–	–	0.01%	505
2021 Q1	$95K	Sell	7,412 -400	-5%	-$5K	0.01%	490
2020 Q4	$96K	Hold	7,812	–	–	0.02%	461
2020 Q3	$85K	Hold	7,812	–	–	0.02%	399
2020 Q2	$84K	Buy	7,812 +787	+11%	+$8.14K	0.02%	376
2020 Q1	$65K	Hold	7,025	–	–	0.02%	367
2019 Q4	$88K	Buy	+7,025	New	+$85.4K	0.02%	344

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harbor Investment Advisory's ETY Position: Q2 2025 in Review

Harbor Investment Advisory sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2025, closing a stake of 4,556 shares — an estimated $65K sold.

Harbor Investment Advisory first reported a position in ETY in Q4 2019 and held it in 22 quarters. The position peaked at $112K in Q4 2021. 190 funds tracked by Wall St. Rank hold ETY as of Q2 2025.

Harbor Investment Advisory reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2025 after selling out during the quarter.
Harbor Investment Advisory sold 4,556 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2025, an estimated $65K.
Harbor Investment Advisory first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2019 and held it in 22 quarters.
Harbor Investment Advisory's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $112K in Q4 2021.
190 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2025.

Based on Harbor Investment Advisory's 13F filing for Q2 2025, filed 1 Jul 2025.