New Legacy Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

New Legacy Group’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
2023 Q3	$433K	Hold	37,500	–	–	1.18%	17
2023 Q2	$467K	Hold	37,500	–	–	1.18%	16
2023 Q1	$438K	Hold	37,500	–	–	1.24%	17
2022 Q4	$407K	Hold	37,500	–	–	1.27%	19
2022 Q3	$407K	Hold	37,500	–	–	1.05%	17
2022 Q2	$425K	Hold	37,500	–	–	0.86%	18
2022 Q1	$524K	Hold	37,500	–	–	0.2%	16
2021 Q4	$564K	Buy	+37,500	New	+$548K	0.11%	18

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return

New Legacy Group's ETY Position: Q3 2023 in Review

New Legacy Group held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q3 2023 at 37,500 shares worth $433K. The position accounts for 1.18% of the portfolio, ranked #17.

New Legacy Group first reported a position in ETY in Q4 2021 and has held it in 8 quarters since. The position peaked at $564K in Q4 2021. 175 funds tracked by Wall St. Rank hold ETY as of Q3 2023.

New Legacy Group held 37,500 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $433K as of Q3 2023.
New Legacy Group left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q3 2023.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 1.18% of New Legacy Group's portfolio in Q3 2023, its #17 holding.
New Legacy Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2021 and has held it in 8 quarters since.
New Legacy Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $564K in Q4 2021.
175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.