Logan Stone Capital’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Logan Stone Capital’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-29,218	Closed	-$736K	–	148
2025 Q4	$736K	Buy	+29,218	New	+$713K	0.18%	81
2024 Q3	–	Sell	-18,904	Closed	-$440K	–	143
2024 Q2	$440K	Buy	+18,904	New	+$439K	0.11%	123

Other funds holding EVT

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Logan Stone Capital's EVT Position: Q1 2026 in Review

Logan Stone Capital sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2026, closing a stake of 29,218 shares — an estimated $736K sold.

Logan Stone Capital first reported a position in EVT in Q2 2024 and held it in 2 quarters. The position peaked at $736K in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

Logan Stone Capital reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2026 after selling out during the quarter.
Logan Stone Capital sold 29,218 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $736K.
Logan Stone Capital first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q2 2024 and held it in 2 quarters.
Logan Stone Capital's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $736K in Q4 2025.
145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on Logan Stone Capital's 13F filing for Q1 2026, filed 15 May 2026.