South Plains Financial’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

South Plains Financial’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,067	Closed	-$65.9K	–	248
2024 Q4	$65.9K	Buy	+8,067	New	+$68.1K	0.05%	161

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

South Plains Financial's EXG Position: Q1 2025 in Review

South Plains Financial sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2025, closing a stake of 8,067 shares — an estimated $65.9K sold.

South Plains Financial first reported a position in EXG in Q4 2024 and held it in 1 quarter. The position peaked at $65.9K in Q4 2024. 257 funds tracked by Wall St. Rank hold EXG as of Q1 2025.

South Plains Financial reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
South Plains Financial sold 8,067 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2025, an estimated $65.9K.
South Plains Financial first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and held it in 1 quarter.
South Plains Financial's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $65.9K in Q4 2024.
257 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2025.

Based on South Plains Financial's 13F filing for Q1 2025, filed 14 May 2025.