John Overdeck’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

John Overdeck’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-96,729	Closed	-$846K	–	3717
2025 Q2	$846K	Buy	+96,729	New	+$801K	﹤0.01%	2343
2024 Q3	–	Sell	-47,393	Closed	-$400K	–	3176
2024 Q2	$400K	Buy	47,393 +35,064	+284%	+$287K	﹤0.01%	2469
2024 Q1	$101K	Buy	+12,329	New	+$97.3K	﹤0.01%	2829

Other funds holding EXG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

John Overdeck's EXG Position: Q3 2025 in Review

John Overdeck sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q3 2025, closing a stake of 96,729 shares — an estimated $846K sold.

John Overdeck first reported a position in EXG in Q1 2024 and held it in 3 quarters. The position peaked at $846K in Q2 2025. 266 funds tracked by Wall St. Rank hold EXG as of Q3 2025.

John Overdeck reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
John Overdeck sold 96,729 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q3 2025, an estimated $846K.
John Overdeck first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2024 and held it in 3 quarters.
John Overdeck's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $846K in Q2 2025.
266 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q3 2025.

Based on Two Sigma Investments's 13F filing for Q3 2025, filed 14 Nov 2025.