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Karpus Investment Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Karpus Investment Management’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
-219,659
Closed -$3.28M – 205
2024
Q4 		$3.28M Sell
219,659
-12,831
-6% -$191K 0.1% 133
2024
Q3 		$3.41M Sell
232,490
-8,562
-4% -$120K 0.09% 145
2024
Q2 		$3.39M Sell
241,052
-1,720
-0.7% -$23.2K 0.1% 136
2024
Q1 		$3.24M Buy
242,772
+270
+0.1% +$3.44K 0.09% 142
2023
Q4 		$2.96M Buy
+242,502
New +$2.81M 0.09% 142
2021
Q2 		– Sell
-917,474
Closed -$11.7M – 303
2021
Q1 		$11.7M Sell
917,474
-655,828
-42% -$8.2M 0.35% 74
2020
Q4 		$19.3M Sell
1,573,302
-541,315
-26% -$6.29M 0.61% 51
2020
Q3 		$23M Sell
2,114,617
-62,607
-3% -$695K 0.83% 34
2020
Q2 		$23.5M Buy
2,177,224
+153,283
+8% +$1.59M 0.89% 31
2020
Q1 		$18.9M Buy
+2,023,941
New +$23.3M 0.72% 37
2017
Q2 		– Sell
-23,920
Closed -$265K – 148
2017
Q1 		$265K Sell
23,920
-130,030
-84% -$1.41M 0.01% 148
2016
Q4 		$1.59M Buy
+153,950
New +$1.6M 0.09% 112
2016
Q2 		– Sell
-28,320
Closed -$302K – 175
2016
Q1 		$302K Buy
+28,320
New +$291K 0.01% 164
2015
Q2 		– Sell
-100,208
Closed -$1.14M – 203
2015
Q1 		$1.14M Sell
100,208
-2,694
-3% -$30.5K 0.05% 144
2014
Q4 		$1.15M Buy
+102,902
New +$1.18M 0.05% 147
2014
Q1 		– Sell
-293,721
Closed -$3.21M – 196
2013
Q4 		$3.21M Sell
293,721
-193,461
-40% -$2.06M 0.18% 101
2013
Q3 		$4.91M Sell
487,182
-59,772
-11% -$622K 0.31% 64
2013
Q2 		$5.56M Buy
+546,954
New +$5.67M 0.39% 55

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Karpus Investment Management's ETY Position: Q1 2025 in Review

Karpus Investment Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 219,659 shares — an estimated $3.28M sold.

Karpus Investment Management first reported a position in ETY in Q2 2013 and held it in 18 quarters. The position peaked at $23.5M in Q2 2020. 186 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

  • Karpus Investment Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
  • Karpus Investment Management sold 219,659 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $3.28M.
  • Karpus Investment Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and held it in 18 quarters.
  • Karpus Investment Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $23.5M in Q2 2020.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Karpus Investment Management's 13F filing for Q1 2025, filed 14 May 2025.