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Intelligence Driven Advisers’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Intelligence Driven Advisers’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
Q1 		– Sell
-22,899
Closed -$342K – 108
2024
Q4 		$342K Buy
+22,899
New +$341K 0.06% 67

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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
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GC
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Intelligence Driven Advisers's ETY Position: Q1 2025 in Review

Intelligence Driven Advisers sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 22,899 shares — an estimated $342K sold.

Intelligence Driven Advisers first reported a position in ETY in Q4 2024 and held it in 1 quarter. The position peaked at $342K in Q4 2024. 187 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

  • Intelligence Driven Advisers reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
  • Intelligence Driven Advisers sold 22,899 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $342K.
  • Intelligence Driven Advisers first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and held it in 1 quarter.
  • Intelligence Driven Advisers's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $342K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Intelligence Driven Advisers's 13F filing for Q1 2025, filed 25 Apr 2025.