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Inscription Capital’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Inscription Capital’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
Q3 		– Sell
-10,132
Closed -$157K – 649
2025
Q2 		$157K Sell
10,132
-1,568
-13% -$22.5K 0.02% 465
2025
Q1 		$156K Buy
+11,700
New +$176K 0.03% 331
2024
Q3 		$155K Sell
10,562
-708
-6% -$9.94K 0.02% 359
2024
Q2 		$158K Sell
11,270
-430
-4% -$5.8K 0.03% 337
2024
Q1 		$156K Hold
11,700
– – 0.03% 331
2023
Q4 		$143K Hold
11,700
– – 0.04% 208
2023
Q3 		$135K Hold
11,700
– – 0.04% 175
2023
Q2 		$146K Hold
11,700
– – 0.05% 183
2023
Q1 		$137K Buy
11,700
+700
+6% +$8.09K 0.04% 200
2022
Q4 		$119K Hold
11,000
– – 0.04% 195
2022
Q3 		$119K Hold
11,000
– – 0.03% 188
2022
Q2 		$125K Hold
11,000
– – 0.02% 242
2022
Q1 		$154K Hold
11,000
– – 0.04% 189
2021
Q4 		$166K Sell
11,000
-3,000
-21% -$43.8K 0.05% 217
2021
Q3 		$195K Buy
+14,000
New +$201K 0.06% 205
2021
Q2 		– Sell
-14,000
Closed -$179K – 339
2021
Q1 		$179K Hold
14,000
– – 0.06% 185
2020
Q4 		$172K Sell
14,000
-10,800
-44% -$126K 0.07% 175
2020
Q3 		$270K Sell
24,800
-9,742
-28% -$108K 0.12% 132
2020
Q2 		$372K Hold
34,542
– – 0.21% 86
2020
Q1 		$322K Hold
34,542
– – 0.21% 88
2019
Q4 		$432K Hold
34,542
– – 0.19% 100
2019
Q3 		$411K Sell
34,542
-9,200
-21% -$110K 0.23% 97
2019
Q2 		$501K Buy
43,742
+10,800
+33% +$127K 0.37% 56
2019
Q1 		$372K Hold
32,942
– – 0.2% 78
2018
Q4 		$336K Buy
+32,942
New +$378K 0.19% 91

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Inscription Capital's ETY Position: Q3 2025 in Review

Inscription Capital sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2025, closing a stake of 10,132 shares — an estimated $157K sold.

Inscription Capital first reported a position in ETY in Q4 2018 and held it in 25 quarters. The position peaked at $501K in Q2 2019. 195 funds tracked by Wall St. Rank hold ETY as of Q3 2025.

  • Inscription Capital reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
  • Inscription Capital sold 10,132 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2025, an estimated $157K.
  • Inscription Capital first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2018 and held it in 25 quarters.
  • Inscription Capital's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $501K in Q2 2019.
  • 195 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2025.

Based on Inscription Capital's 13F filing for Q3 2025, filed 29 Oct 2025.