NSIM
EIM

North Star Investment Management’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

North Star Investment Management’s Portfolio EIM Stock Details EIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,832
Closed -$25.4K – 1226
2023
Q3 		$25.4K Hold
2,832
– – ﹤0.01% 700
2023
Q2 		$28.2K Hold
2,832
– – ﹤0.01% 694
2023
Q1 		$29.5K Hold
2,832
– – ﹤0.01% 699
2022
Q4 		$29.4K Hold
2,832
– – ﹤0.01% 688
2022
Q3 		$27K Hold
2,832
– – ﹤0.01% 639
2022
Q2 		$30K Hold
2,832
– – ﹤0.01% 644
2022
Q1 		$33K Hold
2,832
– – ﹤0.01% 664
2021
Q4 		$38K Hold
2,832
– – ﹤0.01% 672
2021
Q3 		$38K Hold
2,832
– – ﹤0.01% 641
2021
Q2 		$39K Hold
2,832
– – ﹤0.01% 626
2021
Q1 		$38K Hold
2,832
– – ﹤0.01% 601
2020
Q4 		$39K Hold
2,832
– – ﹤0.01% 573
2020
Q3 		$37K Hold
2,832
– – ﹤0.01% 559
2020
Q2 		$36K Hold
2,832
– – ﹤0.01% 542
2020
Q1 		$35K Hold
2,832
– – 0.01% 547
2019
Q4 		$36K Hold
2,832
– – ﹤0.01% 611
2019
Q3 		$37K Buy
+2,832
New +$36.3K ﹤0.01% 600
2019
Q2 		– Sell
-3,850
Closed -$48K – 535
2019
Q1 		$48K Hold
3,850
– – 0.01% 560
2018
Q4 		$43K Hold
3,850
– – 0.01% 538
2018
Q3 		$44K Hold
3,850
– – ﹤0.01% 581
2018
Q2 		$45K Hold
3,850
– – 0.01% 583
2018
Q1 		$46K Hold
3,850
– – 0.01% 577
2017
Q4 		$48K Buy
+3,850
New +$48.5K 0.01% 554

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

North Star Investment Management's EIM Position: Q4 2023 in Review

North Star Investment Management sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2023, closing a stake of 2,832 shares — an estimated $25.4K sold.

North Star Investment Management first reported a position in EIM in Q4 2017 and held it in 23 quarters. The position peaked at $48K in Q1 2019. 132 funds tracked by Wall St. Rank hold EIM as of Q4 2023.

  • North Star Investment Management reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2023 after selling out during the quarter.
  • North Star Investment Management sold 2,832 Eaton Vance Municipal Bond Fund shares in Q4 2023, an estimated $25.4K.
  • North Star Investment Management first reported a position in Eaton Vance Municipal Bond Fund in Q4 2017 and held it in 23 quarters.
  • North Star Investment Management's Eaton Vance Municipal Bond Fund position peaked at $48K in Q1 2019.
  • 132 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2023.

Based on North Star Investment Management's 13F filing for Q4 2023, filed 10 Jan 2024.