SM
EV

SG3 Management’s Eaton Vance Corp. EV Stock Holding History

SG3 Management’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
Q4 		– Sell
-24,100
Closed -$919K – 1303
2020
Q3 		$919K Buy
+24,100
New +$922K 0.03% 438

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Fayez Sarofim & Co
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HI
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Goldman Sachs
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Wells Fargo
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WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return