Kayne Anderson Rudnick Investment Management’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Kayne Anderson Rudnick Investment Management’s Portfolio EVM Stock Details EVM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-35,000	Closed	-$298K	–	682
2022 Q3	$298K	Hold	35,000	–	–	﹤0.01%	393
2022 Q2	$324K	Hold	35,000	–	–	﹤0.01%	389
2022 Q1	$351K	Hold	35,000	–	–	﹤0.01%	376
2021 Q4	$406K	Hold	35,000	–	–	﹤0.01%	380
2021 Q3	$418K	Hold	35,000	–	–	﹤0.01%	371
2021 Q2	$419K	Hold	35,000	–	–	﹤0.01%	369
2021 Q1	$407K	Hold	35,000	–	–	﹤0.01%	365
2020 Q4	$411K	Hold	35,000	–	–	﹤0.01%	359
2020 Q3	$398K	Hold	35,000	–	–	﹤0.01%	350
2020 Q2	$390K	Hold	35,000	–	–	﹤0.01%	340
2020 Q1	$369K	Hold	35,000	–	–	﹤0.01%	331
2019 Q4	$394K	Hold	35,000	–	–	﹤0.01%	333
2019 Q3	$397K	Hold	35,000	–	–	﹤0.01%	327
2019 Q2	$386K	Buy	+35,000	New	+$377K	﹤0.01%	328

Other funds holding EVM

SCM

Saba Capital Management New York $3.62B AUM 12.96% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's EVM Position: Q4 2022 in Review

Kayne Anderson Rudnick Investment Management sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q4 2022, closing a stake of 35,000 shares — an estimated $298K sold.

Kayne Anderson Rudnick Investment Management first reported a position in EVM in Q2 2019 and held it in 14 quarters. The position peaked at $419K in Q2 2021. 54 funds tracked by Wall St. Rank hold EVM as of Q4 2022.

Kayne Anderson Rudnick Investment Management reported no remaining Eaton Vance California Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
Kayne Anderson Rudnick Investment Management sold 35,000 Eaton Vance California Municipal Bond Fund shares in Q4 2022, an estimated $298K.
Kayne Anderson Rudnick Investment Management first reported a position in Eaton Vance California Municipal Bond Fund in Q2 2019 and held it in 14 quarters.
Kayne Anderson Rudnick Investment Management's Eaton Vance California Municipal Bond Fund position peaked at $419K in Q2 2021.
54 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q4 2022.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.