North Star Investment Management’s Eaton Vance Corp. EV Stock Holding History

North Star Investment 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 Q1	–	Sell	-150	Closed	-$10K	–	1103
2020 Q4	$10K	Hold	150	–	–	﹤0.01%	784
2020 Q3	$6K	Hold	150	–	–	﹤0.01%	841
2020 Q2	$6K	Hold	150	–	–	﹤0.01%	810
2020 Q1	$5K	Hold	150	–	–	﹤0.01%	829
2019 Q4	$7K	Hold	150	–	–	﹤0.01%	886
2019 Q3	$7K	Buy	+150	New	+$6.49K	﹤0.01%	884
2019 Q2	–	Sell	-150	Closed	-$6K	–	1020
2019 Q1	$6K	Hold	150	–	–	﹤0.01%	913
2018 Q4	$5K	Hold	150	–	–	﹤0.01%	920
2018 Q3	$8K	Hold	150	–	–	﹤0.01%	882
2018 Q2	$8K	Hold	150	–	–	﹤0.01%	899
2018 Q1	$8K	Hold	150	–	–	﹤0.01%	884
2017 Q4	$8K	Hold	150	–	–	﹤0.01%	861
2017 Q3	$7K	Hold	150	–	–	﹤0.01%	901
2017 Q2	$7K	Hold	150	–	–	﹤0.01%	890
2017 Q1	$7K	Hold	150	–	–	﹤0.01%	854
2016 Q4	$6K	Hold	150	–	–	﹤0.01%	820
2016 Q3	$6K	Hold	150	–	–	﹤0.01%	694
2016 Q2	$5K	Hold	150	–	–	﹤0.01%	706
2016 Q1	$5K	Hold	150	–	–	﹤0.01%	668
2015 Q4	$5K	Hold	150	–	–	﹤0.01%	671
2015 Q3	$5K	Hold	150	–	–	﹤0.01%	747
2015 Q2	$6K	Hold	150	–	–	﹤0.01%	719
2015 Q1	$6K	Hold	150	–	–	﹤0.01%	705
2014 Q4	$6K	Hold	150	–	–	﹤0.01%	692
2014 Q3	$6K	Hold	150	–	–	﹤0.01%	567
2014 Q2	$6K	Hold	150	–	–	﹤0.01%	610
2014 Q1	$6K	Buy	+150	New	+$5.78K	﹤0.01%	583

Other funds holding EV

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

North Star Investment Management's EV Position: Q1 2021 in Review

North Star Investment Management sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 150 shares — an estimated $10K sold.

North Star Investment Management first reported a position in EV in Q1 2014 and held it in 27 quarters. The position peaked at $10K in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

North Star Investment Management reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
North Star Investment Management sold 150 Eaton Vance Corp. shares in Q1 2021, an estimated $10K.
North Star Investment Management first reported a position in Eaton Vance Corp. in Q1 2014 and held it in 27 quarters.
North Star Investment Management's Eaton Vance Corp. position peaked at $10K in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on North Star Investment Management's 13F filing for Q1 2021, filed 19 Apr 2021.