Polar Asset Management Partners’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Polar Asset Management Partners’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-310,236	Closed	-$2.82M	–	725
2025 Q3	$2.82M	Buy	310,236 +6,792	+2%	+$60.2K	0.03%	333
2025 Q2	$2.66M	Buy	303,444 +7,094	+2%	+$58.7K	0.04%	281
2025 Q1	$2.41M	Buy	296,350 +60,230	+26%	+$504K	0.06%	246
2024 Q4	$1.93M	Buy	+236,120	New	+$1.99M	0.02%	357

Other funds holding EXG

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

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

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

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

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

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Polar Asset Management Partners's EXG Position: Q4 2025 in Review

Polar Asset Management Partners sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2025, closing a stake of 310,236 shares — an estimated $2.82M sold.

Polar Asset Management Partners first reported a position in EXG in Q4 2024 and held it in 4 quarters. The position peaked at $2.82M in Q3 2025. 288 funds tracked by Wall St. Rank hold EXG as of Q4 2025.

Polar Asset Management Partners reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q4 2025 after selling out during the quarter.
Polar Asset Management Partners sold 310,236 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q4 2025, an estimated $2.82M.
Polar Asset Management Partners first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and held it in 4 quarters.
Polar Asset Management Partners's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $2.82M in Q3 2025.
288 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2025.

Based on Polar Asset Management Partners's 13F filing for Q4 2025, filed 17 Feb 2026.