Horan Securities’s Eaton Vance Corp. EV Stock Holding History

Horan Securities’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 Q3	–	Sell	-56	Closed	-$2K	–	413
2020 Q2	$2K	Buy	+56	New	+$2.04K	﹤0.01%	291

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horan Securities's EV Position: Q3 2020 in Review

Horan Securities sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 56 shares — an estimated $2K sold.

Horan Securities first reported a position in EV in Q2 2020 and held it in 1 quarter. The position peaked at $2K in Q2 2020. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

Horan Securities reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
Horan Securities sold 56 Eaton Vance Corp. shares in Q3 2020, an estimated $2K.
Horan Securities first reported a position in Eaton Vance Corp. in Q2 2020 and held it in 1 quarter.
Horan Securities's Eaton Vance Corp. position peaked at $2K in Q2 2020.
321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Horan Securities's 13F filing for Q3 2020, filed 4 Nov 2020.