Raleigh Capital Management’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Raleigh Capital 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
2025 Q1	–	Sell	-1,854	Closed	-$27.7K	–	716
2024 Q4	$27.7K	Hold	1,854	–	–	0.01%	402
2024 Q3	$27.2K	Sell	1,854 -1,179	-39%	-$16.6K	0.01%	399
2024 Q2	$42.6K	Buy	+3,033	New	+$40.9K	0.02%	319
2023 Q3	–	Sell	-800	Closed	-$9.97K	–	978
2023 Q2	$9.97K	Hold	800	–	–	0.01%	485
2023 Q1	$9.34K	Hold	800	–	–	﹤0.01%	514
2022 Q4	$8.69K	Hold	800	–	–	﹤0.01%	462
2022 Q3	$9K	Hold	800	–	–	0.01%	377
2022 Q2	$9K	Hold	800	–	–	0.01%	358
2022 Q1	$11K	Buy	+800	New	+$11.2K	0.01%	350

Other funds holding ETY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raleigh Capital Management's ETY Position: Q1 2025 in Review

Raleigh Capital Management sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2025, closing a stake of 1,854 shares — an estimated $27.7K sold.

Raleigh Capital Management first reported a position in ETY in Q1 2022 and held it in 9 quarters. The position peaked at $42.6K in Q2 2024. 186 funds tracked by Wall St. Rank hold ETY as of Q1 2025.

Raleigh Capital Management reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 1,854 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2025, an estimated $27.7K.
Raleigh Capital Management first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2022 and held it in 9 quarters.
Raleigh Capital Management's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $42.6K in Q2 2024.
186 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.