LSC
EVM

Logan Stone Capital’s Eaton Vance California Municipal Bond Fund EVM Stock Holding History

Logan Stone Capital’s Portfolio EVM Stock Details EVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-97,143
Closed -$891K – 81
2024
Q4 		$891K Sell
97,143
-203,274
-68% -$1.91M 0.3% 60
2024
Q3 		$2.9M Sell
300,417
-49,256
-14% -$474K 0.71% 38
2024
Q2 		$3.33M Sell
349,673
-85,061
-20% -$800K 0.86% 29
2024
Q1 		$4.11M Sell
434,734
-82,277
-16% -$768K 0.88% 34
2023
Q4 		$4.73M Buy
517,011
+52,484
+11% +$444K 0.96% 35
2023
Q3 		$3.77M Buy
464,527
+72,788
+19% +$635K 1.03% 31
2023
Q2 		$3.49M Buy
391,739
+22,173
+6% +$197K 1.18% 22
2023
Q1 		$3.33M Buy
369,566
+76,431
+26% +$686K 1.32% 21
2022
Q4 		$2.53M Buy
293,135
+203,512
+227% +$1.74M 0.95% 23
2022
Q3 		$763K Sell
89,623
-6,117
-6% -$56.7K 0.5% 49
2022
Q2 		$888K Buy
95,740
+17,051
+22% +$159K 0.65% 39
2022
Q1 		$790K Buy
+78,689
New +$835K 0.57% 39

Other funds holding EVM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Logan Stone Capital's EVM Position: Q1 2025 in Review

Logan Stone Capital sold out of Eaton Vance California Municipal Bond Fund (EVM) in Q1 2025, closing a stake of 97,143 shares — an estimated $891K sold.

Logan Stone Capital first reported a position in EVM in Q1 2022 and held it in 12 quarters. The position peaked at $4.73M in Q4 2023. 48 funds tracked by Wall St. Rank hold EVM as of Q1 2025.

  • Logan Stone Capital reported no remaining Eaton Vance California Municipal Bond Fund position as of Q1 2025 after selling out during the quarter.
  • Logan Stone Capital sold 97,143 Eaton Vance California Municipal Bond Fund shares in Q1 2025, an estimated $891K.
  • Logan Stone Capital first reported a position in Eaton Vance California Municipal Bond Fund in Q1 2022 and held it in 12 quarters.
  • Logan Stone Capital's Eaton Vance California Municipal Bond Fund position peaked at $4.73M in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Eaton Vance California Municipal Bond Fund as of Q1 2025.

Based on Logan Stone Capital's 13F filing for Q1 2025, filed 15 May 2025.