Lido Advisors
ETY icon

Lido Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Lido Advisors’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
Q1 		– Sell
-60,809
Closed -$909K – 1551
2024
Q4 		$909K Buy
60,809
+1,196
+2% +$17.8K ﹤0.01% 796
2024
Q3 		$873K Buy
59,613
+1,233
+2% +$17.3K ﹤0.01% 766
2024
Q2 		$820K Sell
58,380
-18,636
-24% -$251K ﹤0.01% 742
2024
Q1 		$1.03M Buy
77,016
+1,911
+3% +$24.4K 0.01% 642
2023
Q4 		$916K Buy
75,105
+1,557
+2% +$18K 0.01% 643
2023
Q3 		$849K Buy
73,548
+443
+0.6% +$5.37K 0.01% 589
2023
Q2 		$911K Buy
73,105
+1,208
+2% +$14.2K 0.01% 567
2023
Q1 		$839K Buy
71,897
+1,499
+2% +$17.3K 0.01% 525
2022
Q4 		$765K Buy
70,398
+1,582
+2% +$18.2K 0.01% 472
2022
Q3 		$747K Buy
68,816
+178
+0.3% +$2.2K 0.01% 438
2022
Q2 		$777K Buy
68,638
+1,445
+2% +$17.9K 0.01% 409
2022
Q1 		$938K Buy
+67,193
New +$938K 0.01% 411
2020
Q4 		– Sell
-10,450
Closed -$114K – 820
2020
Q3 		$114K Buy
+10,450
New +$116K ﹤0.01% 611

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors's ETY Position: Q1 2025 in Review

Lido Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 60,809 shares — an estimated $909K sold.

Lido Advisors first reported a position in ETY in Q3 2020 and held it in 13 quarters. The position peaked at $1.03M in Q1 2024. 186 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

  • Lido Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 60,809 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $909K.
  • Lido Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2020 and held it in 13 quarters.
  • Lido Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.03M in Q1 2024.
  • 186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.