HIM
EV

Hillsdale Investment Management’s Eaton Vance Corp. EV Stock Holding History

Hillsdale Investment 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 		– Sell
-12,400
Closed -$473K – 691
2020
Q3 		$473K Buy
+12,400
New +$474K 0.05% 329
2017
Q3 		– Sell
-160
Closed -$8K – 545
2017
Q2 		$8K Sell
160
-80
-33% -$3.64K ﹤0.01% 354
2017
Q1 		$11K Hold
240
– – ﹤0.01% 340
2016
Q4 		$10K Buy
+240
New +$9.43K ﹤0.01% 351
2015
Q1 		– Sell
-7,300
Closed -$299K – 587
2014
Q4 		$299K Buy
+7,300
New +$287K 0.08% 241
2013
Q3 		– Sell
-200
Closed -$8K – 585
2013
Q2 		$8K Buy
+200
New +$8.04K ﹤0.01% 479

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
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 $1.6B AUM 93.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Hillsdale Investment Management's EV Position: Q4 2020 in Review

Hillsdale Investment Management sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 12,400 shares — an estimated $473K sold.

Hillsdale Investment Management first reported a position in EV in Q2 2013 and held it in 6 quarters. The position peaked at $473K in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • Hillsdale Investment Management reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 12,400 Eaton Vance Corp. shares in Q4 2020, an estimated $473K.
  • Hillsdale Investment Management first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 6 quarters.
  • Hillsdale Investment Management's Eaton Vance Corp. position peaked at $473K in Q3 2020.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Hillsdale Investment Management's 13F filing for Q4 2020, filed 9 Feb 2021.