HM Payson & Co’s Eaton Vance Corp. EV Stock Holding History

HM Payson & Co’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
2021 Q1	–	Sell	-1,100	Closed	-$75K	–	1211
2020 Q4	$75K	Sell	1,100 -500	-31%	-$31.2K	﹤0.01%	528
2020 Q3	$61K	Buy	1,600 +100	+7%	+$3.82K	﹤0.01%	524
2020 Q2	$58K	Hold	1,500	–	–	﹤0.01%	500
2020 Q1	$48K	Hold	1,500	–	–	﹤0.01%	509
2019 Q4	$70K	Sell	1,500 -365	-20%	-$16.9K	﹤0.01%	526
2019 Q3	$84K	Sell	1,865 -200	-10%	-$8.66K	﹤0.01%	504
2019 Q2	$89K	Buy	+2,065	New	+$84.2K	﹤0.01%	510

Other funds holding EV

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

HM Payson & Co's EV Position: Q1 2021 in Review

HM Payson & Co sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 1,100 shares — an estimated $75K sold.

HM Payson & Co first reported a position in EV in Q2 2019 and held it in 7 quarters. The position peaked at $89K in Q2 2019. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

HM Payson & Co reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
HM Payson & Co sold 1,100 Eaton Vance Corp. shares in Q1 2021, an estimated $75K.
HM Payson & Co first reported a position in Eaton Vance Corp. in Q2 2019 and held it in 7 quarters.
HM Payson & Co's Eaton Vance Corp. position peaked at $89K in Q2 2019.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on HM Payson & Co's 13F filing for Q1 2021, filed 15 Jun 2021.