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Sonora Investment Management Group’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Sonora Investment Management Group’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$164K Hold
10,312
– – 0.01% 277
2025
Q2 		$160K Hold
10,312
– – 0.01% 283
2025
Q1 		$147K Hold
10,312
– – 0.01% 283
2024
Q4 		$154K Buy
+10,312
New +$153K 0.01% 275

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Sonora Investment Management Group's ETY Position: Q3 2025 in Review

Sonora Investment Management Group held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q3 2025 at 10,312 shares worth $164K. The position accounts for 0.01% of the portfolio, ranked #277.

Sonora Investment Management Group first reported a position in ETY in Q4 2024 and has held it in 4 quarters since. 195 funds tracked by Wall St. Rank hold ETY as of Q3 2025.

  • Sonora Investment Management Group held 10,312 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $164K as of Q3 2025.
  • Sonora Investment Management Group left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q3 2025.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #277 holding.
  • Sonora Investment Management Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2024 and has held it in 4 quarters since.
  • 195 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.