KIM
EVN

Karpus Investment Management’s Eaton Vance Municipal Income Trust EVN Stock Holding History

Karpus Investment Management’s Portfolio EVN Stock Details EVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-66,824
Closed -$692K – 225
2024
Q2 		$692K Sell
66,824
-7,483
-10% -$75.4K 0.02% 200
2024
Q1 		$762K Sell
74,307
-36,138
-33% -$366K 0.02% 203
2023
Q4 		$1.08M Sell
110,445
-2,250
-2% -$20.9K 0.03% 194
2023
Q3 		$1M Sell
112,695
-30,347
-21% -$293K 0.03% 210
2023
Q2 		$1.42M Sell
143,042
-10,000
-7% -$99.7K 0.04% 211
2023
Q1 		$1.55M Buy
153,042
+21,242
+16% +$218K 0.05% 227
2022
Q4 		$1.3M Buy
+131,800
New +$1.3M 0.04% 264
2021
Q2 		– Sell
-29,300
Closed -$403K – 304
2021
Q1 		$403K Hold
29,300
– – 0.01% 254
2020
Q4 		$392K Sell
29,300
-426,591
-94% -$5.56M 0.01% 204
2020
Q3 		$5.84M Sell
455,891
-516,642
-53% -$6.59M 0.21% 102
2020
Q2 		$12.1M Buy
972,533
+32,055
+3% +$385K 0.46% 60
2020
Q1 		$11.3M Buy
940,478
+910,933
+3,083% +$11.6M 0.43% 58
2019
Q4 		$377K Sell
29,545
-95,153
-76% -$1.22M 0.01% 163
2019
Q3 		$1.61M Sell
124,698
-146,885
-54% -$1.87M 0.06% 130
2019
Q2 		$3.38M Sell
271,583
-128,923
-32% -$1.57M 0.12% 112
2019
Q1 		$4.85M Buy
400,506
+70,330
+21% +$825K 0.18% 100
2018
Q4 		$3.73M Buy
+330,176
New +$3.66M 0.15% 105
2018
Q3 		– Sell
-119,128
Closed -$1.42M – 197
2018
Q2 		$1.42M Sell
119,128
-124,318
-51% -$1.46M 0.06% 108
2018
Q1 		$2.85M Buy
243,446
+107,128
+79% +$1.27M 0.13% 91
2017
Q4 		$1.69M Buy
+136,318
New +$1.71M 0.08% 98

Other funds holding EVN

GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $174M AUM 13.95% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 EVN Position: Q3 2024 in Review

Karpus Investment Management sold out of Eaton Vance Municipal Income Trust (EVN) in Q3 2024, closing a stake of 66,824 shares — an estimated $692K sold.

Karpus Investment Management first reported a position in EVN in Q4 2017 and held it in 20 quarters. The position peaked at $12.1M in Q2 2020. 84 funds tracked by Wall St. Rank hold EVN as of Q3 2024.

  • Karpus Investment Management reported no remaining Eaton Vance Municipal Income Trust position as of Q3 2024 after selling out during the quarter.
  • Karpus Investment Management sold 66,824 Eaton Vance Municipal Income Trust shares in Q3 2024, an estimated $692K.
  • Karpus Investment Management first reported a position in Eaton Vance Municipal Income Trust in Q4 2017 and held it in 20 quarters.
  • Karpus Investment Management's Eaton Vance Municipal Income Trust position peaked at $12.1M in Q2 2020.
  • 84 funds tracked by Wall St. Rank held Eaton Vance Municipal Income Trust as of Q3 2024.

Based on Karpus Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.