Lazard Asset Management
EV

Lazard Asset Management’s Eaton Vance Corp. EV Stock Holding History

Lazard Asset Management’s Portfolio EV Stock Details EV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-753
Closed -$28K – 2047
2020
Q3 		$28K Buy
+753
New +$28.8K ﹤0.01% 1354
2020
Q2 		– Sell
-834,747
Closed -$26.9M – 1830
2020
Q1 		$26.9M Sell
834,747
-4,369
-0.5% -$185K 0.05% 250
2019
Q4 		$39.2M Buy
839,116
+276,873
+49% +$12.8M 0.06% 218
2019
Q3 		$25.3M Buy
562,243
+194,914
+53% +$8.44M 0.04% 296
2019
Q2 		$15.8M Buy
367,329
+1,397
+0.4% +$57K 0.03% 378
2019
Q1 		$14.8M Buy
+365,932
New +$14.5M 0.02% 347
2017
Q1 		– Sell
-13,734
Closed -$575K – 1092
2016
Q4 		$575K Buy
+13,734
New +$540K ﹤0.01% 725
2016
Q2 		– Sell
-371
Closed -$12K – 1128
2016
Q1 		$12K Sell
371
-231,505
-100% -$6.89M ﹤0.01% 945
2015
Q4 		$7.52M Sell
231,876
-4,126
-2% -$145K 0.02% 450
2015
Q3 		$7.89M Sell
236,002
-64,154
-21% -$2.36M 0.02% 417
2015
Q2 		$11.7M Sell
300,156
-6,786
-2% -$280K 0.02% 347
2015
Q1 		$12.8M Sell
306,942
-4,932
-2% -$204K 0.03% 322
2014
Q4 		$12.8M Buy
311,874
+12,649
+4% +$497K 0.03% 350
2014
Q3 		$11.3M Buy
299,225
+96,588
+48% +$3.63M 0.02% 360
2014
Q2 		$7.66M Buy
202,637
+90,527
+81% +$3.34M 0.02% 456
2014
Q1 		$4.28M Buy
112,110
+292
+0.3% +$11.3K 0.01% 503
2013
Q4 		$4.78M Buy
111,818
+10,700
+11% +$442K 0.01% 512
2013
Q3 		$3.93M Hold
101,118
– – 0.01% 532
2013
Q2 		$3.8M Buy
+101,118
New +$4.07M 0.01% 545

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lazard Asset Management's EV Position: Q4 2020 in Review

Lazard Asset Management sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 753 shares — an estimated $28K sold.

Lazard Asset Management first reported a position in EV in Q2 2013 and held it in 19 quarters. The position peaked at $39.2M in Q4 2019. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • Lazard Asset Management reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
  • Lazard Asset Management sold 753 Eaton Vance Corp. shares in Q4 2020, an estimated $28K.
  • Lazard Asset Management first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 19 quarters.
  • Lazard Asset Management's Eaton Vance Corp. position peaked at $39.2M in Q4 2019.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Lazard Asset Management's 13F filing for Q4 2020, filed 11 Feb 2021.