L.M. Kohn & Company’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-18,964	Closed	-$293K	–	173
2025 Q2	$293K	Buy	18,964 +4,720	+33%	+$67.7K	0.08%	207
2025 Q1	$203K	Hold	14,244	–	–	0.05%	259
2024 Q4	$213K	Hold	14,244	–	–	0.06%	241
2024 Q3	$209K	Buy	14,244 +3,140	+28%	+$44.1K	0.05%	263
2024 Q2	$156K	Hold	11,104	–	–	0.04%	259
2024 Q1	$148K	Hold	11,104	–	–	0.04%	258
2023 Q4	$135K	Hold	11,104	–	–	0.04%	232
2023 Q3	$128K	Buy	+11,104	New	+$135K	0.05%	223

Other funds holding ETY

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

L.M. Kohn & Company's ETY Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2025, closing a stake of 18,964 shares — an estimated $293K sold.

L.M. Kohn & Company first reported a position in ETY in Q3 2023 and held it in 8 quarters. The position peaked at $293K in Q2 2025. 195 funds tracked by Wall St. Rank hold ETY as of Q3 2025.

L.M. Kohn & Company reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 18,964 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2025, an estimated $293K.
L.M. Kohn & Company first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2023 and held it in 8 quarters.
L.M. Kohn & Company's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $293K in Q2 2025.
195 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.