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Lane & Associates’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Lane & Associates’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
2024
Q3 		– Sell
-19,721
Closed -$277K – 116
2024
Q2 		$277K Buy
19,721
+430
+2% +$5.8K 0.16% 90
2024
Q1 		$258K Buy
19,291
+479
+3% +$6.1K 0.16% 98
2023
Q4 		$229K Buy
18,812
+262
+1% +$3.03K 0.17% 95
2023
Q3 		$214K Buy
+18,550
New +$225K 0.17% 98

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lane & Associates's ETY Position: Q3 2024 in Review

Lane & Associates sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2024, closing a stake of 19,721 shares — an estimated $277K sold.

Lane & Associates first reported a position in ETY in Q3 2023 and held it in 4 quarters. The position peaked at $277K in Q2 2024. 186 funds tracked by Wall St. Rank hold ETY as of Q3 2024.

  • Lane & Associates reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2024 after selling out during the quarter.
  • Lane & Associates sold 19,721 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2024, an estimated $277K.
  • Lane & Associates first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2023 and held it in 4 quarters.
  • Lane & Associates's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $277K in Q2 2024.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2024.

Based on Lane & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.