M&R Capital Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

M&R Capital Management’s Portfolio ETY Stock Details ETY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$4.88K	Hold	333	–	–	﹤0.01%	463
2024 Q2	$4.68K	Hold	333	–	–	﹤0.01%	448
2024 Q1	$4.45K	Hold	333	–	–	﹤0.01%	456
2023 Q4	$4.06K	Hold	333	–	–	﹤0.01%	506
2023 Q3	$3.84K	Hold	333	–	–	﹤0.01%	490
2023 Q2	$4.15K	Hold	333	–	–	﹤0.01%	480
2023 Q1	$3.89K	Hold	333	–	–	﹤0.01%	468
2022 Q4	$3.62K	Hold	333	–	–	﹤0.01%	441
2022 Q3	$3K	Hold	333	–	–	﹤0.01%	399
2022 Q2	$3K	Hold	333	–	–	﹤0.01%	394
2022 Q1	$4K	Hold	333	–	–	﹤0.01%	387
2021 Q4	$5K	Hold	333	–	–	﹤0.01%	365
2021 Q3	$4K	Hold	333	–	–	﹤0.01%	377
2021 Q2	$4K	Hold	333	–	–	﹤0.01%	380
2021 Q1	$4K	Hold	333	–	–	﹤0.01%	372
2020 Q4	$4K	Hold	333	–	–	﹤0.01%	394
2020 Q3	$3K	Hold	333	–	–	﹤0.01%	422
2020 Q2	$3K	Hold	333	–	–	﹤0.01%	422
2020 Q1	$3K	Hold	333	–	–	﹤0.01%	420
2019 Q4	$4K	Hold	333	–	–	﹤0.01%	433
2019 Q3	$3K	Hold	333	–	–	﹤0.01%	459
2019 Q2	$3K	Hold	333	–	–	﹤0.01%	466
2019 Q1	$3K	Hold	333	–	–	﹤0.01%	467
2018 Q4	$3K	Hold	333	–	–	﹤0.01%	468
2018 Q3	$4K	Hold	333	–	–	﹤0.01%	483
2018 Q2	$4K	Hold	333	–	–	﹤0.01%	475
2018 Q1	$3K	Hold	333	–	–	﹤0.01%	494
2017 Q4	$4K	Hold	333	–	–	﹤0.01%	492
2017 Q3	$3K	Hold	333	–	–	﹤0.01%	507
2017 Q2	$3K	Hold	333	–	–	﹤0.01%	502
2017 Q1	$3K	Hold	333	–	–	﹤0.01%	505
2016 Q4	$3K	Hold	333	–	–	﹤0.01%	498
2016 Q3	$3K	Hold	333	–	–	﹤0.01%	490
2016 Q2	$3K	Buy	+333	New	+$3.48K	﹤0.01%	476

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

M&R Capital Management's ETY Position: Q3 2024 in Review

M&R Capital Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q3 2024 at 333 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

M&R Capital Management first reported a position in ETY in Q2 2016 and has held it in 34 quarters since. The position peaked at $5K in Q4 2021. 186 funds tracked by Wall St. Rank hold ETY as of Q3 2024.

M&R Capital Management held 333 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $4.88K as of Q3 2024.
M&R Capital Management left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q3 2024.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #463 holding.
M&R Capital Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2016 and has held it in 34 quarters since.
M&R Capital Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $5K in Q4 2021.
186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.