Kovitz Investment Group Partners
EOI

Kovitz Investment Group Partners’s Eaton Vance Enhanced Equity Income Fund EOI Stock Holding History

Kovitz Investment Group Partners’s Portfolio EOI Stock Details EOI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-797,177
Closed -$16.7M – 710
2025
Q3 		$16.7M Sell
797,177
-5,580
-0.7% -$118K 0.07% 240
2025
Q2 		$16.8M Sell
802,757
-11,773
-1% -$227K 0.07% 225
2025
Q1 		$15.3M Sell
814,530
-21,964
-3% -$444K 0.08% 206
2024
Q4 		$17.4M Buy
836,494
+807,521
+2,787% +$16.8M 0.09% 195
2024
Q3 		$584K Buy
+28,973
New +$559K ﹤0.01% 731

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Invesco
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Royal Bank of Canada
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LPL Financial
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GC
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Kovitz Investment Group Partners's EOI Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Eaton Vance Enhanced Equity Income Fund (EOI) in Q4 2025, closing a stake of 797,177 shares — an estimated $16.7M sold.

Kovitz Investment Group Partners first reported a position in EOI in Q3 2024 and held it in 5 quarters. The position peaked at $17.4M in Q4 2024. 88 funds tracked by Wall St. Rank hold EOI as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Eaton Vance Enhanced Equity Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 797,177 Eaton Vance Enhanced Equity Income Fund shares in Q4 2025, an estimated $16.7M.
  • Kovitz Investment Group Partners first reported a position in Eaton Vance Enhanced Equity Income Fund in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Eaton Vance Enhanced Equity Income Fund position peaked at $17.4M in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Eaton Vance Enhanced Equity Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.