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

Sanctuary 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
2026
Q1 		$998K Buy
72,395
+144
+0.2% +$2.13K 0.01% 1337
2025
Q4 		$1.11M Sell
72,251
-4,060
-5% -$63K 0.01% 1263
2025
Q3 		$1.21M Buy
76,311
+628
+0.8% +$9.89K 0.01% 1174
2025
Q2 		$1.17M Sell
75,683
-10,199
-12% -$146K 0.01% 1128
2025
Q1 		$1.22M Buy
85,882
+129
+0.2% +$1.94K 0.01% 1035
2024
Q4 		$1.32M Buy
85,753
+85
+0.1% +$1.26K 0.01% 1090
2024
Q3 		$1.27M Buy
85,668
+362
+0.4% +$5.08K 0.01% 1129
2024
Q2 		$1.11M Buy
+85,306
New +$1.15M 0.01% 1140

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Bank of America
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return