Sit Investment Associates’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Sit Investment Associates’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-20,109	Closed	-$484K	–	530
2024 Q4	$484K	Buy	+20,109	New	+$497K	0.01%	425

Other funds holding EVT

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UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sit Investment Associates's EVT Position: Q1 2025 in Review

Sit Investment Associates sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2025, closing a stake of 20,109 shares — an estimated $484K sold.

Sit Investment Associates first reported a position in EVT in Q4 2024 and held it in 1 quarter. The position peaked at $484K in Q4 2024. 134 funds tracked by Wall St. Rank hold EVT as of Q1 2025.

Sit Investment Associates reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2025 after selling out during the quarter.
Sit Investment Associates sold 20,109 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2025, an estimated $484K.
Sit Investment Associates first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2024 and held it in 1 quarter.
Sit Investment Associates's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $484K in Q4 2024.
134 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2025.

Based on Sit Investment Associates's 13F filing for Q1 2025, filed 13 May 2025.