Stifel Financial’s Eaton Vance Corp. EV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-93,111
| Closed | -$6.33M | – | 3340 |
|
|
2020
Q4 | $6.33M | Buy |
93,111
+8,829
| +10% | +$551K | 0.01% | 775 |
|
|
2020
Q3 | $3.22M | Buy |
84,282
+8,512
| +11% | +$325K | 0.01% | 965 |
|
|
2020
Q2 | $2.92M | Buy |
75,770
+13,045
| +21% | +$475K | 0.01% | 962 |
|
|
2020
Q1 | $2.01M | Sell |
62,725
-19,115
| -23% | -$811K | 0.01% | 1043 |
|
|
2019
Q4 | $3.82M | Buy |
81,840
+5,854
| +8% | +$271K | 0.01% | 991 |
|
|
2019
Q3 | $3.42M | Buy |
75,986
+5,190
| +7% | +$225K | 0.01% | 1005 |
|
|
2019
Q2 | $3.06M | Buy |
70,796
+9,692
| +16% | +$395K | 0.01% | 1069 |
|
|
2019
Q1 | $2.46M | Buy |
61,104
+4,768
| +8% | +$189K | 0.01% | 1137 |
|
|
2018
Q4 | $1.99M | Buy |
56,336
+9,803
| +21% | +$414K | 0.01% | 1156 |
|
|
2018
Q3 | $2.45M | Sell |
46,533
-347
| -0.7% | -$18.4K | 0.01% | 1150 |
|
|
2018
Q2 | $2.45M | Sell |
46,880
-2,295
| -5% | -$126K | 0.01% | 1099 |
|
|
2018
Q1 | $2.75M | Sell |
49,175
-7,349
| -13% | -$417K | 0.01% | 1016 |
|
|
2017
Q4 | $3.19M | Sell |
56,524
-1,920
| -3% | -$102K | 0.01% | 950 |
|
|
2017
Q3 | $2.89M | Sell |
58,444
-39,259
| -40% | -$1.88M | 0.01% | 959 |
|
|
2017
Q2 | $4.62M | Sell |
97,703
-5,266
| -5% | -$240K | 0.02% | 748 |
|
|
2017
Q1 | $4.63M | Buy |
102,969
+45,140
| +78% | +$2M | 0.02% | 724 |
|
|
2016
Q4 | $2.42M | Buy |
57,829
+928
| +2% | +$36.5K | 0.01% | 957 |
|
|
2016
Q3 | $2.23M | Sell |
56,901
-3,714
| -6% | -$142K | 0.01% | 949 |
|
|
2016
Q2 | $2.14M | Buy |
60,615
+375
| +0.6% | +$13.2K | 0.01% | 963 |
|
|
2016
Q1 | $2.02M | Sell |
60,240
-1,966
| -3% | -$58.5K | 0.01% | 922 |
|
|
2015
Q4 | $2.02M | Sell |
62,206
-6,184
| -9% | -$217K | 0.01% | 961 |
|
|
2015
Q3 | $2.29M | Sell |
68,390
-3,902
| -5% | -$143K | 0.01% | 853 |
|
|
2015
Q2 | $2.79M | Buy |
72,292
+14,851
| +26% | +$612K | 0.01% | 819 |
|
|
2015
Q1 | $2.39M | Sell |
57,441
-1,490
| -3% | -$61.7K | 0.01% | 869 |
|
|
2014
Q4 | $2.41M | Sell |
58,931
-29,304
| -33% | -$1.15M | 0.01% | 828 |
|
|
2014
Q3 | $3.33M | Sell |
88,235
-40,678
| -32% | -$1.53M | 0.03% | 604 |
|
|
2014
Q2 | $4.87M | Sell |
128,913
-16,612
| -11% | -$613K | 0.04% | 464 |
|
|
2014
Q1 | $5.55M | Buy |
+145,525
| New | +$5.61M | 0.05% | 410 |
|
Other funds holding EV
Stifel Financial's EV Position: Q1 2021 in Review
Stifel Financial sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 93,111 shares — an estimated $6.33M sold.
Stifel Financial first reported a position in EV in Q1 2014 and held it in 28 quarters. The position peaked at $6.33M in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.
- Stifel Financial reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
- Stifel Financial sold 93,111 Eaton Vance Corp. shares in Q1 2021, an estimated $6.33M.
- Stifel Financial first reported a position in Eaton Vance Corp. in Q1 2014 and held it in 28 quarters.
- Stifel Financial's Eaton Vance Corp. position peaked at $6.33M in Q4 2020.
- 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.
Based on Stifel Financial's 13F filing for Q1 2021, filed 14 May 2021.