Lion Street Advisors’s Eaton Vance Corp. EV Stock Holding History

Lion Street Advisors’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 Q2	–	Sell	-154	Closed	-$5K	–	442
2020 Q1	$5K	Buy	+154	New	+$6.53K	0.03%	265

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lion Street Advisors's EV Position: Q2 2020 in Review

Lion Street Advisors sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 154 shares — an estimated $5K sold.

Lion Street Advisors first reported a position in EV in Q1 2020 and held it in 1 quarter. The position peaked at $5K in Q1 2020. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

Lion Street Advisors reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
Lion Street Advisors sold 154 Eaton Vance Corp. shares in Q2 2020, an estimated $5K.
Lion Street Advisors first reported a position in Eaton Vance Corp. in Q1 2020 and held it in 1 quarter.
Lion Street Advisors's Eaton Vance Corp. position peaked at $5K in Q1 2020.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Lion Street Advisors's 13F filing for Q2 2020, filed 20 Jul 2020.