JCIA
EV

Jackson Creek Investment Advisors’s Eaton Vance Corp. EV Stock Holding History

Jackson Creek Investment Advisors’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
-8,460
Closed -$323K – 372
2020
Q3 		$323K Buy
+8,460
New +$323K 0.15% 264

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

Jackson Creek Investment Advisors's EV Position: Q4 2020 in Review

Jackson Creek Investment Advisors sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 8,460 shares — an estimated $323K sold.

Jackson Creek Investment Advisors first reported a position in EV in Q3 2020 and held it in 1 quarter. The position peaked at $323K in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • Jackson Creek Investment Advisors reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 8,460 Eaton Vance Corp. shares in Q4 2020, an estimated $323K.
  • Jackson Creek Investment Advisors first reported a position in Eaton Vance Corp. in Q3 2020 and held it in 1 quarter.
  • Jackson Creek Investment Advisors's Eaton Vance Corp. position peaked at $323K in Q3 2020.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Jackson Creek Investment Advisors's 13F filing for Q4 2020, filed 3 Feb 2021.