Mirova’s Eaton Vance Corp. EV Stock Holding History

Mirova’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 Q3	–	Sell	-3,702	Closed	-$143K	–	229
2020 Q2	$143K	Sell	3,702 -101	-3%	-$3.68K	0.03%	75
2020 Q1	$123K	Sell	3,803 -2,068	-35%	-$87.7K	0.05%	75
2019 Q4	$274K	Buy	5,871 +1,454	+33%	+$67.2K	0.1%	71
2019 Q3	$198K	Buy	4,417 +400	+10%	+$17.3K	0.02%	68
2019 Q2	$173K	Hold	4,017	–	–	0.02%	71
2019 Q1	$162K	Buy	4,017 +1,201	+43%	+$47.6K	0.09%	58
2018 Q4	$99K	Buy	+2,816	New	+$119K	0.05%	70

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Mirova's EV Position: Q3 2020 in Review

Mirova sold out of Eaton Vance Corp. (EV) in Q3 2020, closing a stake of 3,702 shares — an estimated $143K sold.

Mirova first reported a position in EV in Q4 2018 and held it in 7 quarters. The position peaked at $274K in Q4 2019. 321 funds tracked by Wall St. Rank hold EV as of Q3 2020.

Mirova reported no remaining Eaton Vance Corp. position as of Q3 2020 after selling out during the quarter.
Mirova sold 3,702 Eaton Vance Corp. shares in Q3 2020, an estimated $143K.
Mirova first reported a position in Eaton Vance Corp. in Q4 2018 and held it in 7 quarters.
Mirova's Eaton Vance Corp. position peaked at $274K in Q4 2019.
321 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2020.

Based on Mirova's 13F filing for Q3 2020, filed 12 Nov 2020.