Sargent Bickham Lagudis’s Eaton Vance Corp. EV Stock Holding History

Sargent Bickham Lagudis’s Portfolio EV Stock Details EV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-194	Closed	-$9K	–	957
2019 Q4	$9K	Hold	194	–	–	﹤0.01%	632
2019 Q3	$9K	Hold	194	–	–	﹤0.01%	586
2019 Q2	$8K	Hold	194	–	–	﹤0.01%	621
2019 Q1	$8K	Hold	194	–	–	﹤0.01%	648
2018 Q4	$7K	Hold	194	–	–	﹤0.01%	631
2018 Q3	$10K	Hold	194	–	–	﹤0.01%	614
2018 Q2	$10K	Hold	194	–	–	﹤0.01%	599
2018 Q1	$11K	Hold	194	–	–	﹤0.01%	565
2017 Q4	$11K	Hold	194	–	–	﹤0.01%	598
2017 Q3	$10K	Hold	194	–	–	﹤0.01%	615
2017 Q2	$9K	Hold	194	–	–	﹤0.01%	595
2017 Q1	$9K	Sell	194 -733	-79%	-$32.5K	﹤0.01%	611
2016 Q4	$39K	Sell	927 -160	-15%	-$6.29K	0.01%	381
2016 Q3	$42K	Buy	+1,087	New	+$41.6K	0.01%	381

Other funds holding EV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sargent Bickham Lagudis's EV Position: Q1 2020 in Review

Sargent Bickham Lagudis sold out of Eaton Vance Corp. (EV) in Q1 2020, closing a stake of 194 shares — an estimated $9K sold.

Sargent Bickham Lagudis first reported a position in EV in Q3 2016 and held it in 14 quarters. The position peaked at $42K in Q3 2016. 333 funds tracked by Wall St. Rank hold EV as of Q1 2020.

Sargent Bickham Lagudis reported no remaining Eaton Vance Corp. position as of Q1 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 194 Eaton Vance Corp. shares in Q1 2020, an estimated $9K.
Sargent Bickham Lagudis first reported a position in Eaton Vance Corp. in Q3 2016 and held it in 14 quarters.
Sargent Bickham Lagudis's Eaton Vance Corp. position peaked at $42K in Q3 2016.
333 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q1 2020, filed 7 Sep 2021.