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

StoneX 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
2022
Q4 		– Sell
-16,601
Closed -$180K – 722
2022
Q3 		$180K Buy
+16,601
New +$205K 0.02% 461

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
MPCG
Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

StoneX Group's ETY Position: Q4 2022 in Review

StoneX Group sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q4 2022, closing a stake of 16,601 shares — an estimated $180K sold.

StoneX Group first reported a position in ETY in Q3 2022 and held it in 1 quarter. The position peaked at $180K in Q3 2022. 175 funds tracked by Wall St. Rank hold ETY as of Q4 2022.

  • StoneX Group reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q4 2022 after selling out during the quarter.
  • StoneX Group sold 16,601 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q4 2022, an estimated $180K.
  • StoneX Group first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q3 2022 and held it in 1 quarter.
  • StoneX Group's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $180K in Q3 2022.
  • 175 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q4 2022.

Based on StoneX Group's 13F filing for Q4 2022, filed 10 Feb 2023.