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

Lido Advisors’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
2026 Q1	$99.8K	Sell	11,525 -1,683	-13%	-$15.8K	﹤0.01%	1858
2025 Q4	$120K	Sell	13,208 -1	-0%	-$9	﹤0.01%	1834
2025 Q3	$120K	Hold	13,209	–	–	﹤0.01%	1741
2025 Q2	$116K	Buy	+13,209	New	+$109K	﹤0.01%	1575
2020 Q2	–	Sell	-33,700	Closed	-$215K	–	626
2020 Q1	$215K	Buy	33,700 +6,100	+22%	+$49.1K	0.01%	500
2019 Q4	$242K	Buy	+27,600	New	+$235K	0.01%	569

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Lido Advisors's EXG Position: Q1 2026 in Review

Lido Advisors reduced its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 13% in Q1 2026, selling an estimated $15.8K and leaving 11,525 shares worth $99.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Lido Advisors first reported a position in EXG in Q4 2019 and has held it in 6 quarters since. The position peaked at $242K in Q4 2019. 294 funds tracked by Wall St. Rank hold EXG as of Q1 2026.

Lido Advisors held 11,525 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $99.8K as of Q1 2026.
Lido Advisors sold 1,683 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2026, an estimated $15.8K.
Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1858 holding.
Lido Advisors first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2019 and has held it in 6 quarters since.
Lido Advisors's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $242K in Q4 2019.
294 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.