OneDigital Investment Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

OneDigital Investment Advisors’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 Q2	–	Sell	-11,151	Closed	-$130K	–	1027
2023 Q1	$130K	Buy	11,151 +79	+0.7%	+$912	﹤0.01%	932
2022 Q4	$120K	Buy	11,072 +83	+0.8%	+$953	﹤0.01%	792
2022 Q3	$119K	Buy	10,989 +82	+0.8%	+$1.01K	﹤0.01%	723
2022 Q2	$124K	Buy	10,907 +75	+0.7%	+$930	0.01%	672
2022 Q1	$151K	Buy	+10,832	New	+$151K	0.01%	714

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

OneDigital Investment Advisors's ETY Position: Q2 2023 in Review

OneDigital Investment Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q2 2023, closing a stake of 11,151 shares — an estimated $130K sold.

OneDigital Investment Advisors first reported a position in ETY in Q1 2022 and held it in 5 quarters. The position peaked at $151K in Q1 2022. 165 funds tracked by Wall St. Rank hold ETY as of Q2 2023.

OneDigital Investment Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q2 2023 after selling out during the quarter.
OneDigital Investment Advisors sold 11,151 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2023, an estimated $130K.
OneDigital Investment Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2022 and held it in 5 quarters.
OneDigital Investment Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $151K in Q1 2022.
165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2023.

Based on OneDigital Investment Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.