Kovitz Investment Group Partners’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Kovitz Investment Group Partners’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 Q4	–	Sell	-17,630	Closed	-$280K	–	724
2025 Q3	$280K	Buy	17,630 +1,348	+8%	+$21.2K	﹤0.01%	1227
2025 Q2	$252K	Buy	16,282 +5,871	+56%	+$84.2K	﹤0.01%	1196
2025 Q1	$148K	Sell	10,411 -411	-4%	-$6.17K	﹤0.01%	1195
2024 Q4	$162K	Buy	10,822 +822	+8%	+$12.2K	﹤0.01%	1185
2024 Q3	$147K	Buy	+10,000	New	+$140K	﹤0.01%	969

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kovitz Investment Group Partners's ETY Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2025, closing a stake of 17,630 shares — an estimated $280K sold.

Kovitz Investment Group Partners first reported a position in ETY in Q3 2024 and held it in 5 quarters. The position peaked at $280K in Q3 2025. 206 funds tracked by Wall St. Rank hold ETY as of Q4 2025.

Kovitz Investment Group Partners reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 17,630 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $280K.
Kovitz Investment Group Partners first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2024 and held it in 5 quarters.
Kovitz Investment Group Partners's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $280K in Q3 2025.
206 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2025.

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