Neuberger Berman Group
EV

Neuberger Berman Group’s Eaton Vance Corp. EV Stock Holding History

Neuberger Berman Group’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
Q4 		– Sell
-34,693
Closed -$1.32M – 1761
2020
Q3 		$1.32M Buy
34,693
+8,515
+33% +$326K ﹤0.01% 1144
2020
Q2 		$1.01M Buy
26,178
+19,717
+305% +$718K ﹤0.01% 1141
2020
Q1 		$208K Buy
+6,461
New +$274K ﹤0.01% 1424

Other funds holding EV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Neuberger Berman Group's EV Position: Q4 2020 in Review

Neuberger Berman Group sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 34,693 shares — an estimated $1.32M sold.

Neuberger Berman Group first reported a position in EV in Q1 2020 and held it in 3 quarters. The position peaked at $1.32M in Q3 2020. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

  • Neuberger Berman Group reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
  • Neuberger Berman Group sold 34,693 Eaton Vance Corp. shares in Q4 2020, an estimated $1.32M.
  • Neuberger Berman Group first reported a position in Eaton Vance Corp. in Q1 2020 and held it in 3 quarters.
  • Neuberger Berman Group's Eaton Vance Corp. position peaked at $1.32M in Q3 2020.
  • 377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Neuberger Berman Group's 13F filing for Q4 2020, filed 10 Feb 2021.