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Larson Financial Group’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Larson Financial Group’s Portfolio EXG Stock Details EXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-9,000
Closed -$78.5K – 2817
2024
Q3 		$78.5K Buy
9,000
+6,263
+229% +$52.7K ﹤0.01% 787
2024
Q2 		$23.1K Buy
+2,737
New +$22.4K ﹤0.01% 1010

Other funds holding EXG

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
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Larson Financial Group's EXG Position: Q4 2024 in Review

Larson Financial Group sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024, closing a stake of 9,000 shares — an estimated $78.5K sold.

Larson Financial Group first reported a position in EXG in Q2 2024 and held it in 2 quarters. The position peaked at $78.5K in Q3 2024. 276 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

  • Larson Financial Group reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 9,000 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2024, an estimated $78.5K.
  • Larson Financial Group first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q2 2024 and held it in 2 quarters.
  • Larson Financial Group's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $78.5K in Q3 2024.
  • 276 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.