SF
EV

Sarofim Fayez’s Eaton Vance Corp. EV Stock Holding History

Sarofim Fayez’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
2013
Q3 		$200M Buy
+5,160,000
New +$205M 0.98% 35

Other funds holding EV

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
HCM
Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Sarofim Fayez's EV Position: Q3 2013 in Review

Sarofim Fayez opened a new position in Eaton Vance Corp. (EV) in Q3 2013: 5,160,000 shares worth $200M. The stake represents 0.98% of the portfolio and ranks #35 among its holdings.

294 funds tracked by Wall St. Rank hold EV as of Q3 2013.

  • Sarofim Fayez held 5,160,000 shares of Eaton Vance Corp. worth $200M as of Q3 2013.
  • Eaton Vance Corp. was a new Sarofim Fayez position in Q3 2013.
  • Eaton Vance Corp. made up 0.98% of Sarofim Fayez's portfolio in Q3 2013, its #35 holding.
  • 294 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q3 2013.

Based on Sarofim Fayez's 13F filing for Q3 2013, filed 14 Nov 2013.