SCA
EV

Sippican Capital Advisors’s Eaton Vance Corp. EV Stock Holding History

Sippican Capital Advisors’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
2021
Q1 		– Sell
-10,650
Closed -$723K – 114
2020
Q4 		$723K Sell
10,650
-406
-4% -$25.4K 0.78% 53
2020
Q3 		$422K Hold
11,056
– – 0.52% 66
2020
Q2 		$427K Buy
11,056
+100
+0.9% +$3.64K 0.58% 64
2020
Q1 		$353K Buy
10,956
+1,550
+16% +$65.7K 0.57% 62
2019
Q4 		$439K Hold
9,406
– – 0.49% 67
2019
Q3 		$423K Hold
9,406
– – 0.51% 67
2019
Q2 		$406K Sell
9,406
-125
-1% -$5.1K 0.48% 75
2019
Q1 		$384K Buy
9,531
+600
+7% +$23.8K 0.46% 73
2018
Q4 		$314K Buy
8,931
+525
+6% +$22.2K 0.42% 74
2018
Q3 		$378K Sell
8,406
-600
-7% -$31.8K 0.44% 74
2018
Q2 		$470K Hold
9,006
– – 0.47% 70
2018
Q1 		$501K Sell
9,006
-59
-0.7% -$3.35K 0.52% 63
2017
Q4 		$511K Hold
9,065
– – 0.5% 65
2017
Q3 		$448K Buy
9,065
+500
+6% +$23.9K 0.46% 66
2017
Q2 		$405K Hold
8,565
– – 0.44% 70
2017
Q1 		$385K Sell
8,565
-2,000
-19% -$88.7K 0.41% 73
2016
Q4 		$442K Hold
10,565
– – 0.46% 67
2016
Q3 		$413K Sell
10,565
-100
-0.9% -$3.83K 0.47% 66
2016
Q2 		$377K Sell
10,665
-100
-0.9% -$3.51K 0.45% 71
2016
Q1 		$361K Sell
10,765
-50
-0.5% -$1.49K 0.46% 71
2015
Q4 		$351K Hold
10,815
– – 0.44% 71
2015
Q3 		$361K Sell
10,815
-9,180
-46% -$338K 0.46% 68
2015
Q2 		$782K Hold
19,995
– – 0.79% 51
2015
Q1 		$833K Sell
19,995
-515
-3% -$21.3K 0.85% 42
2014
Q4 		$839K Sell
20,510
-20
-0.1% -$786 0.84% 42
2014
Q3 		$775K Buy
+20,530
New +$771K 0.79% 51

Other funds holding EV

IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Sippican Capital Advisors's EV Position: Q1 2021 in Review

Sippican Capital Advisors sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 10,650 shares — an estimated $723K sold.

Sippican Capital Advisors first reported a position in EV in Q3 2014 and held it in 26 quarters. The position peaked at $839K in Q4 2014. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • Sippican Capital Advisors reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • Sippican Capital Advisors sold 10,650 Eaton Vance Corp. shares in Q1 2021, an estimated $723K.
  • Sippican Capital Advisors first reported a position in Eaton Vance Corp. in Q3 2014 and held it in 26 quarters.
  • Sippican Capital Advisors's Eaton Vance Corp. position peaked at $839K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Sippican Capital Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.