JO
EV

John Overdeck’s Eaton Vance Corp. EV Stock Holding History

John Overdeck’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
-16,088
Closed -$1.09M – 4404
2020
Q4 		$1.09M Buy
+16,088
New +$1M ﹤0.01% 1927
2020
Q3 		– Sell
-32,254
Closed -$1.25M – 3752
2020
Q2 		$1.25M Buy
+32,254
New +$1.17M 0.01% 1387
2020
Q1 		– Sell
-160,805
Closed -$7.51M – 4078
2019
Q4 		$7.51M Buy
160,805
+87,104
+118% +$4.03M 0.02% 743
2019
Q3 		$3.31M Sell
73,701
-125,447
-63% -$5.43M 0.01% 1099
2019
Q2 		$8.59M Buy
199,148
+122,078
+158% +$4.98M 0.03% 661
2019
Q1 		$3.11M Sell
77,070
-654,348
-89% -$26M 0.01% 1208
2018
Q4 		$25.7M Buy
+731,418
New +$30.9M 0.1% 265
2017
Q1 		– Sell
-24,282
Closed -$1.02M – 3475
2016
Q4 		$1.02M Buy
+24,282
New +$954K ﹤0.01% 2003

Other funds holding EV

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

John Overdeck's EV Position: Q1 2021 in Review

John Overdeck sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 16,088 shares — an estimated $1.09M sold.

John Overdeck first reported a position in EV in Q4 2016 and held it in 8 quarters. The position peaked at $25.7M in Q4 2018. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • John Overdeck reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • John Overdeck sold 16,088 Eaton Vance Corp. shares in Q1 2021, an estimated $1.09M.
  • John Overdeck first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 8 quarters.
  • John Overdeck's Eaton Vance Corp. position peaked at $25.7M in Q4 2018.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Two Sigma Investments's 13F filing for Q1 2021, filed 17 May 2021.