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Liberty One Investment Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Liberty One Investment Management’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
Q4 		– Sell
-3,789
Closed -$55.5K – 161
2024
Q3 		$55.5K Sell
3,789
-1,006
-21% -$14.1K 0.01% 153
2024
Q2 		$67K Sell
4,795
-2,286
-32% -$30.8K 0.01% 154
2024
Q1 		$94.6K Sell
7,081
-981
-12% -$12.5K 0.01% 153
2023
Q4 		$98.3K Sell
8,062
-44
-0.5% -$509 0.01% 136
2023
Q3 		$93.5K Buy
8,106
+1
+0% +$12 0.01% 127
2023
Q2 		$101K Sell
8,105
-1,433
-15% -$16.8K 0.01% 133
2023
Q1 		$111K Sell
9,538
-15,644
-62% -$181K 0.02% 130
2022
Q4 		$273K Sell
25,182
-3,001
-11% -$34.5K 0.04% 112
2022
Q3 		$306K Sell
28,183
-16,045
-36% -$198K 0.05% 110
2022
Q2 		$622K Buy
44,228
+5,711
+15% +$70.8K 0.11% 107
2022
Q1 		$538K Buy
38,517
+432
+1% +$6.03K 0.08% 107
2021
Q4 		$573K Sell
38,085
-6,155
-14% -$89.9K 0.09% 108
2021
Q3 		$617K Buy
44,240
+12
+0% +$172 0.11% 107
2021
Q2 		$622K Sell
44,228
-5,744
-11% -$78.1K 0.11% 108
2021
Q1 		$638K Buy
49,972
+858
+2% +$10.7K 0.11% 108
2020
Q4 		$602K Sell
49,114
-3,532
-7% -$41.1K 0.11% 106
2020
Q3 		$573K Sell
52,646
-11,162
-17% -$124K 0.12% 106
2020
Q2 		$688K Buy
+63,808
New +$660K 0.15% 99

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

Liberty One Investment Management's ETY Position: Q4 2024 in Review

Liberty One Investment Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2024, closing a stake of 3,789 shares — an estimated $55.5K sold.

Liberty One Investment Management first reported a position in ETY in Q2 2020 and held it in 18 quarters. The position peaked at $688K in Q2 2020. 193 funds tracked by Wall St. Rank hold ETY as of Q4 2024.

  • Liberty One Investment Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 3,789 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2024, an estimated $55.5K.
  • Liberty One Investment Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2020 and held it in 18 quarters.
  • Liberty One Investment Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $688K in Q2 2020.
  • 193 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.