Newbridge Financial Services Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Newbridge Financial Services 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
2025 Q4	–	Sell	-41,327	Closed	-$657K	–	1280
2025 Q3	$657K	Buy	41,327 +1,659	+4%	+$26.1K	0.1%	153
2025 Q2	$614K	Buy	+39,668	New	+$569K	0.1%	156
2021 Q3	–	Sell	-75	Closed	-$1K	–	1453
2021 Q2	$1K	Hold	75	–	–	﹤0.01%	1348
2021 Q1	$1K	Hold	75	–	–	﹤0.01%	1262
2020 Q4	$1K	Hold	75	–	–	﹤0.01%	1022
2020 Q3	$1K	Buy	+75	New	+$833	﹤0.01%	965

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Newbridge Financial Services Group's ETY Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2025, closing a stake of 41,327 shares — an estimated $657K sold.

Newbridge Financial Services Group first reported a position in ETY in Q3 2020 and held it in 6 quarters. The position peaked at $657K in Q3 2025. 206 funds tracked by Wall St. Rank hold ETY as of Q4 2025.

Newbridge Financial Services Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 41,327 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2025, an estimated $657K.
Newbridge Financial Services Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $657K in Q3 2025.
206 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.