PDT Partners’s Eaton Vance Corp. EV Stock Holding History

PDT Partners’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
2020 Q2	–	Sell	-9,740	Closed	-$314K	–	889
2020 Q1	$314K	Buy	+9,740	New	+$413K	0.02%	471
2015 Q3	–	Sell	-43,007	Closed	-$1.68M	–	1689
2015 Q2	$1.68M	Buy	+43,007	New	+$1.77M	0.04%	498
2015 Q1	–	Sell	-133,327	Closed	-$5.46M	–	1459
2014 Q4	$5.46M	Buy	133,327 +24,165	+22%	+$950K	0.52%	38
2014 Q3	$4.12M	Buy	+109,162	New	+$4.1M	0.1%	251
2013 Q4	–	Sell	-71,485	Closed	-$2.78M	–	1287
2013 Q3	$2.78M	Buy	71,485 +16,206	+29%	+$645K	0.08%	362
2013 Q2	$2.08M	Buy	+55,279	New	+$2.22M	0.05%	544

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

PDT Partners's EV Position: Q2 2020 in Review

PDT Partners sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 9,740 shares — an estimated $314K sold.

PDT Partners first reported a position in EV in Q2 2013 and held it in 6 quarters. The position peaked at $5.46M in Q4 2014. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

PDT Partners reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
PDT Partners sold 9,740 Eaton Vance Corp. shares in Q2 2020, an estimated $314K.
PDT Partners first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 6 quarters.
PDT Partners's Eaton Vance Corp. position peaked at $5.46M in Q4 2014.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on PDT Partners's 13F filing for Q2 2020, filed 14 Aug 2020.