Sit Investment Associates’s Eaton Vance Corp. EV Stock Holding History

Sit Investment Associates’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	-4,325	Closed	-$165K	–	549
2020 Q3	$165K	Hold	4,325	–	–	﹤0.01%	456
2020 Q2	$167K	Buy	4,325 +825	+24%	+$30K	0.01%	450
2020 Q1	$113K	Hold	3,500	–	–	﹤0.01%	474
2019 Q4	$163K	Hold	3,500	–	–	﹤0.01%	459
2019 Q3	$157K	Hold	3,500	–	–	﹤0.01%	461
2019 Q2	$151K	Hold	3,500	–	–	﹤0.01%	476
2019 Q1	$141K	Hold	3,500	–	–	﹤0.01%	482
2018 Q4	$123K	Hold	3,500	–	–	﹤0.01%	493
2018 Q3	$184K	Hold	3,500	–	–	﹤0.01%	465
2018 Q2	$183K	Buy	3,500 +1,075	+44%	+$59.2K	﹤0.01%	485
2018 Q1	$135K	Buy	2,425 +750	+45%	+$42.6K	﹤0.01%	499
2017 Q4	$94K	Buy	1,675 +960	+134%	+$50.8K	﹤0.01%	505
2017 Q3	$35K	Buy	+715	New	+$34.2K	﹤0.01%	511

Other funds holding EV

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.6B AUM 93.19% 1-Year Est. Return

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

Sit Investment Associates's EV Position: Q4 2020 in Review

Sit Investment Associates sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 4,325 shares — an estimated $165K sold.

Sit Investment Associates first reported a position in EV in Q3 2017 and held it in 13 quarters. The position peaked at $184K in Q3 2018. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Sit Investment Associates reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
Sit Investment Associates sold 4,325 Eaton Vance Corp. shares in Q4 2020, an estimated $165K.
Sit Investment Associates first reported a position in Eaton Vance Corp. in Q3 2017 and held it in 13 quarters.
Sit Investment Associates's Eaton Vance Corp. position peaked at $184K in Q3 2018.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Sit Investment Associates's 13F filing for Q4 2020, filed 11 Feb 2021.