Neo Ivy Capital Management’s Eaton Vance Corp. EV Stock Holding History

Neo Ivy Capital Management’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
2021 Q4	–	Sell	-5,291	Closed	-$204K	–	681
2021 Q3	$204K	Buy	+5,291	New	+$204K	0.23%	151
2020 Q3	–	Sell	-5,291	Closed	-$204K	–	664
2020 Q2	$204K	Buy	5,291 +396	+8%	+$14.4K	0.23%	151
2020 Q1	$158K	Sell	4,895 -10,024	-67%	-$425K	0.26%	156
2019 Q4	$697K	Buy	+14,919	New	+$690K	0.81%	45
2019 Q2	–	Sell	-32,223	Closed	-$1.3M	–	445
2019 Q1	$1.3M	Buy	+32,223	New	+$1.28M	0.74%	44

Other funds holding EV

PSC

Piper Sandler & Co Minneapolis, Minnesota $135M AUM 0.15% 1-Year Est. Return

Neo Ivy Capital Management's EV Position: Q4 2021 in Review

Neo Ivy Capital Management sold out of Eaton Vance Corp. (EV) in Q4 2021, closing a stake of 5,291 shares — an estimated $204K sold.

Neo Ivy Capital Management first reported a position in EV in Q1 2019 and held it in 5 quarters. The position peaked at $1.3M in Q1 2019. 1 fund tracked by Wall St. Rank holds EV as of Q4 2021.

Neo Ivy Capital Management reported no remaining Eaton Vance Corp. position as of Q4 2021 after selling out during the quarter.
Neo Ivy Capital Management sold 5,291 Eaton Vance Corp. shares in Q4 2021, an estimated $204K.
Neo Ivy Capital Management first reported a position in Eaton Vance Corp. in Q1 2019 and held it in 5 quarters.
Neo Ivy Capital Management's Eaton Vance Corp. position peaked at $1.3M in Q1 2019.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2021.

Based on Neo Ivy Capital Management's 13F filing for Q4 2021, filed 15 Feb 2022.