Silvercrest Asset Management’s Eaton Vance Corp. EV Stock Holding History

Silvercrest Asset 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	-9,517	Closed	-$363K	–	842
2020 Q3	$363K	Hold	9,517	–	–	﹤0.01%	646
2020 Q2	$367K	Hold	9,517	–	–	﹤0.01%	635
2020 Q1	$307K	Hold	9,517	–	–	﹤0.01%	621
2019 Q4	$444K	Hold	9,517	–	–	﹤0.01%	612
2019 Q3	$428K	Hold	9,517	–	–	﹤0.01%	600
2019 Q2	$410K	Hold	9,517	–	–	﹤0.01%	455
2019 Q1	$384K	Hold	9,517	–	–	﹤0.01%	453
2018 Q4	$335K	Hold	9,517	–	–	﹤0.01%	423
2018 Q3	$500K	Buy	+9,517	New	+$504K	﹤0.01%	407

Other funds holding EV

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Silvercrest Asset Management's EV Position: Q4 2020 in Review

Silvercrest Asset Management sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 9,517 shares — an estimated $363K sold.

Silvercrest Asset Management first reported a position in EV in Q3 2018 and held it in 9 quarters. The position peaked at $500K in Q3 2018. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Silvercrest Asset Management reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
Silvercrest Asset Management sold 9,517 Eaton Vance Corp. shares in Q4 2020, an estimated $363K.
Silvercrest Asset Management first reported a position in Eaton Vance Corp. in Q3 2018 and held it in 9 quarters.
Silvercrest Asset Management's Eaton Vance Corp. position peaked at $500K in Q3 2018.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Silvercrest Asset Management's 13F filing for Q4 2020, filed 16 Feb 2021.