JFGIW
EV

Johnson Financial Group Inc (Wisconsin)’s Eaton Vance Corp. EV Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q2 		– Sell
-22
Closed -$1K – 504
2020
Q1 		$1K Buy
+22
New +$933 ﹤0.01% 468
2014
Q3 		– Sell
-26,582
Closed -$1.01M – 793
2014
Q2 		$1.01M Sell
26,582
-3,949
-13% -$146K 0.27% 93
2014
Q1 		$1.17M Sell
30,531
-3,863
-11% -$149K 0.34% 77
2013
Q4 		$1.47M Buy
34,394
+1,178
+4% +$48.6K 0.43% 57
2013
Q3 		$1.29M Sell
33,216
-45
-0.1% -$1.79K 0.39% 59
2013
Q2 		$1.25M Buy
+33,261
New +$1.34M 0.35% 59

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s EV Position: Q2 2020 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 22 shares — an estimated $1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in EV in Q2 2013 and held it in 6 quarters. The position peaked at $1.47M in Q4 2013. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 22 Eaton Vance Corp. shares in Q2 2020, an estimated $1K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 6 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Eaton Vance Corp. position peaked at $1.47M in Q4 2013.
  • 337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2020, filed 11 Aug 2020.