Steve Schonfeld’s Eaton Vance Corp. EV Stock Holding History

Steve Schonfeld’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 Q2	–	Sell	-85,500	Closed	-$2.76M	–	1649
2020 Q1	$2.76M	Buy	85,500 +77,389	+954%	+$3.28M	0.17%	135
2019 Q4	$378K	Sell	8,111 -129,889	-94%	-$6.01M	0.01%	863
2019 Q3	$6.2M	Buy	+138,000	New	+$5.97M	0.18%	145
2019 Q2	–	Sell	-8,753	Closed	-$353K	–	1356
2019 Q1	$353K	Buy	+8,753	New	+$347K	0.01%	796
2018 Q4	–	Sell	-26,400	Closed	-$1.39M	–	1300
2018 Q3	$1.39M	Buy	+26,400	New	+$1.4M	0.06%	364
2017 Q4	–	Sell	-23,455	Closed	-$1.16M	–	947
2017 Q3	$1.16M	Buy	+23,455	New	+$1.12M	0.11%	239
2017 Q2	–	Sell	-7,916	Closed	-$356K	–	839
2017 Q1	$356K	Buy	+7,916	New	+$351K	0.04%	435

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

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

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Steve Schonfeld's EV Position: Q2 2020 in Review

Steve Schonfeld sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 85,500 shares — an estimated $2.76M sold.

Steve Schonfeld first reported a position in EV in Q1 2017 and held it in 7 quarters. The position peaked at $6.2M in Q3 2019. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

Steve Schonfeld reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
Steve Schonfeld sold 85,500 Eaton Vance Corp. shares in Q2 2020, an estimated $2.76M.
Steve Schonfeld first reported a position in Eaton Vance Corp. in Q1 2017 and held it in 7 quarters.
Steve Schonfeld's Eaton Vance Corp. position peaked at $6.2M in Q3 2019.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.