Moody Lynn & Lieberson’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,345
| Closed | -$227K | – | 235 |
|
|
2020
Q4 | $227K | Buy |
+3,345
| New | +$209K | 0.02% | 198 |
|
|
2017
Q4 | – | Sell |
-10,457
| Closed | -$516K | – | 224 |
|
|
2017
Q3 | $516K | Buy |
10,457
+103
| +1% | +$4.92K | 0.06% | 150 |
|
|
2017
Q2 | $490K | Buy |
10,354
+490
| +5% | +$22.3K | 0.06% | 158 |
|
|
2017
Q1 | $443K | Hold |
9,864
| – | – | 0.06% | 130 |
|
|
2016
Q4 | $413K | Hold |
9,864
| – | – | 0.06% | 135 |
|
|
2016
Q3 | $385K | Hold |
9,864
| – | – | 0.06% | 136 |
|
|
2016
Q2 | $349K | Hold |
9,864
| – | – | 0.06% | 131 |
|
|
2016
Q1 | $331K | Hold |
9,864
| – | – | 0.05% | 142 |
|
|
2015
Q4 | $320K | Hold |
9,864
| – | – | 0.05% | 149 |
|
|
2015
Q3 | $330K | Hold |
9,864
| – | – | 0.06% | 143 |
|
|
2015
Q2 | $386K | Sell |
9,864
-20,577
| -68% | -$848K | 0.06% | 132 |
|
|
2015
Q1 | $1.27M | Buy |
30,441
+118
| +0.4% | +$4.88K | 0.2% | 88 |
|
|
2014
Q4 | $1.24M | Buy |
30,323
+20,609
| +212% | +$810K | 0.18% | 95 |
|
|
2014
Q3 | $367K | Hold |
9,714
| – | – | 0.05% | 131 |
|
|
2014
Q2 | $367K | Hold |
9,714
| – | – | 0.05% | 135 |
|
|
2014
Q1 | $371K | Hold |
9,714
| – | – | 0.05% | 139 |
|
|
2013
Q4 | $416K | Hold |
9,714
| – | – | 0.06% | 136 |
|
|
2013
Q3 | $377K | Hold |
9,714
| – | – | 0.06% | 134 |
|
|
2013
Q2 | $365K | Buy |
+9,714
| New | +$391K | 0.06% | 115 |
|
Other funds holding EV
Moody Lynn & Lieberson's EV Position: Q1 2021 in Review
Moody Lynn & Lieberson sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 3,345 shares — an estimated $227K sold.
Moody Lynn & Lieberson first reported a position in EV in Q2 2013 and held it in 19 quarters. The position peaked at $1.27M in Q1 2015. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.
- Moody Lynn & Lieberson reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
- Moody Lynn & Lieberson sold 3,345 Eaton Vance Corp. shares in Q1 2021, an estimated $227K.
- Moody Lynn & Lieberson first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 19 quarters.
- Moody Lynn & Lieberson's Eaton Vance Corp. position peaked at $1.27M in Q1 2015.
- 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.
Based on Moody Lynn & Lieberson's 13F filing for Q1 2021, filed 23 Apr 2021.