SBL
ETY icon

Sargent Bickham Lagudis’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Sargent Bickham Lagudis’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
2022
Q3 		– Sell
-658
Closed -$7K – 1030
2022
Q2 		$7K Buy
+658
New +$8.16K ﹤0.01% 741
2021
Q1 		– Sell
-515
Closed -$6K – 948
2020
Q4 		$6K Buy
+515
New +$5.99K ﹤0.01% 715

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sargent Bickham Lagudis's ETY Position: Q3 2022 in Review

Sargent Bickham Lagudis sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q3 2022, closing a stake of 658 shares — an estimated $7K sold.

Sargent Bickham Lagudis first reported a position in ETY in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 165 funds tracked by Wall St. Rank hold ETY as of Q3 2022.

  • Sargent Bickham Lagudis reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q3 2022 after selling out during the quarter.
  • Sargent Bickham Lagudis sold 658 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q3 2022, an estimated $7K.
  • Sargent Bickham Lagudis first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and held it in 2 quarters.
  • Sargent Bickham Lagudis's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $7K in Q2 2022.
  • 165 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q3 2022, filed 27 Oct 2022.