Princeton Global Asset Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Princeton Global Asset Management’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
2026 Q2	$72.5K	Hold	4,983	–	–	0.01%	327
2026 Q1	$68.7K	Hold	4,983	–	–	0.01%	320
2025 Q4	$76.4K	Hold	4,983	–	–	0.01%	303
2025 Q3	$79.2K	Hold	4,983	–	–	0.01%	270
2025 Q2	$77.1K	Hold	4,983	–	–	0.01%	262
2025 Q1	$71.1K	Hold	4,983	–	–	0.01%	256
2024 Q4	$74.5K	Hold	4,983	–	–	0.01%	271
2024 Q3	$73K	Buy	4,983 +2,770	+125%	+$38.9K	0.01%	271
2024 Q2	$31.1K	Sell	2,213 -200	-8%	-$2.7K	0.01%	342
2024 Q1	$32.2K	Buy	2,413 +200	+9%	+$2.55K	0.01%	316
2023 Q4	$27K	Hold	2,213	–	–	0.01%	325
2023 Q3	$25.5K	Hold	2,213	–	–	0.01%	308
2023 Q2	$27.6K	Hold	2,213	–	–	0.01%	310
2023 Q1	$25.8K	Buy	2,213 +46	+2%	+$531	0.01%	321
2022 Q4	$24K	Buy	2,167 +49	+2%	+$563	0.01%	311
2022 Q3	$23K	Buy	2,118 +15	+0.7%	+$185	0.01%	304
2022 Q2	$24K	Hold	2,103	–	–	0.01%	313
2022 Q1	$29K	Hold	2,103	–	–	0.01%	322
2021 Q4	$32K	Hold	2,103	–	–	0.01%	298
2021 Q3	$29K	Hold	2,103	–	–	0.01%	306
2021 Q2	$30K	Hold	2,103	–	–	0.01%	301
2021 Q1	$27K	Hold	2,103	–	–	0.01%	293
2020 Q4	$26K	Hold	2,103	–	–	0.01%	299
2020 Q3	$23K	Hold	2,103	–	–	0.01%	280
2020 Q2	$22K	Hold	2,103	–	–	0.01%	336
2020 Q1	$20K	Hold	2,103	–	–	0.01%	305
2019 Q4	$26K	Hold	2,103	–	–	0.01%	300
2019 Q3	$26K	Hold	2,103	–	–	0.01%	248
2019 Q2	$25K	Buy	+2,103	New	+$24.7K	0.02%	271

Other funds holding ETY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

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

Princeton Global Asset Management's ETY Position: Q2 2026 in Review

Princeton Global Asset Management held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 4,983 shares worth $72.5K. The position accounts for 0.01% of the portfolio, ranked #327.

Princeton Global Asset Management first reported a position in ETY in Q2 2019 and has held it in 29 quarters since. The position peaked at $79.2K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Princeton Global Asset Management held 4,983 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $72.5K as of Q2 2026.
Princeton Global Asset Management left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Princeton Global Asset Management's portfolio in Q2 2026, its #327 holding.
Princeton Global Asset Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2019 and has held it in 29 quarters since.
Princeton Global Asset Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $79.2K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.