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

LVZ Inc’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
2024 Q4	–	Sell	-14,258	Closed	-$124K	–	152
2024 Q3	$124K	Hold	14,258	–	–	0.02%	147
2024 Q2	$120K	Hold	14,258	–	–	0.02%	142
2024 Q1	$116K	Hold	14,258	–	–	0.02%	142
2023 Q4	$110K	Hold	14,258	–	–	0.02%	140
2023 Q3	$105K	Hold	14,258	–	–	0.02%	125
2023 Q2	$113K	Hold	14,258	–	–	0.02%	145
2023 Q1	$111K	Hold	14,258	–	–	0.02%	149
2022 Q4	$108K	Buy	+14,258	New	+$109K	0.02%	145

Other funds holding EXG

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

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

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

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

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

LVZ Inc's EXG Position: Q4 2024 in Review

LVZ Inc sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024, closing a stake of 14,258 shares — an estimated $124K sold.

LVZ Inc first reported a position in EXG in Q4 2022 and held it in 8 quarters. The position peaked at $124K in Q3 2024. 276 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

LVZ Inc reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2024 after selling out during the quarter.
LVZ Inc sold 14,258 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2024, an estimated $124K.
LVZ Inc first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2022 and held it in 8 quarters.
LVZ Inc's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $124K in Q3 2024.
276 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on LVZ Inc's 13F filing for Q4 2024, filed 6 Feb 2025.