Sumitomo Mitsui DS Asset Management’s Eaton Vance Corp. EV Stock Holding History

Sumitomo Mitsui DS Asset Management’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 Q1	–	Sell	-5,908	Closed	-$275K	–	726
2019 Q4	$275K	Hold	5,908	–	–	0.01%	682
2019 Q3	$265K	Hold	5,908	–	–	0.01%	660
2019 Q2	$254K	Sell	5,908 -1,765	-23%	-$72K	0.01%	688
2019 Q1	$309K	Hold	7,673	–	–	0.01%	752
2018 Q4	$269K	Hold	7,673	–	–	﹤0.01%	744
2018 Q3	$403K	Hold	7,673	–	–	0.01%	724
2018 Q2	$400K	Hold	7,673	–	–	0.01%	725
2018 Q1	$427K	Sell	7,673 -131	-2%	-$7.44K	0.01%	719
2017 Q4	$440K	Sell	7,804 -200	-2%	-$10.6K	0.01%	730
2017 Q3	$395K	Hold	8,004	–	–	0.01%	701
2017 Q2	$378K	Hold	8,004	–	–	0.01%	718
2017 Q1	$359K	Sell	8,004 -62	-0.8%	-$2.75K	0.01%	704
2016 Q4	$337K	Sell	8,066 -190	-2%	-$7.47K	0.01%	703
2016 Q3	$322K	Hold	8,256	–	–	0.01%	697
2016 Q2	$291K	Buy	8,256 +304	+4%	+$10.7K	0.01%	675
2016 Q1	$266K	Hold	7,952	–	–	0.01%	685
2015 Q4	$257K	Hold	7,952	–	–	0.01%	681
2015 Q3	$265K	Buy	7,952 +13	+0.2%	+$478	0.01%	679
2015 Q2	$310K	Sell	7,939 -20	-0.3%	-$824	0.01%	694
2015 Q1	$331K	Sell	7,959 -697	-8%	-$28.8K	0.01%	675
2014 Q4	$354K	Sell	8,656 -1,795	-17%	-$70.6K	0.01%	682
2014 Q3	$394K	Sell	10,451 -237	-2%	-$8.9K	0.01%	686
2014 Q2	$403K	Buy	10,688 +291	+3%	+$10.7K	0.01%	701
2014 Q1	$396K	Sell	10,397 -3,825	-27%	-$147K	0.01%	726
2013 Q4	$608K	Sell	14,222 -223	-2%	-$9.21K	0.02%	656
2013 Q3	$560K	Sell	14,445 -8	-0.1%	-$318	0.02%	658
2013 Q2	$543K	Buy	+14,453	New	+$581K	0.02%	663

Other funds holding EV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's EV Position: Q1 2020 in Review

Sumitomo Mitsui DS Asset Management sold out of Eaton Vance Corp. (EV) in Q1 2020, closing a stake of 5,908 shares — an estimated $275K sold.

Sumitomo Mitsui DS Asset Management first reported a position in EV in Q2 2013 and held it in 27 quarters. The position peaked at $608K in Q4 2013. 334 funds tracked by Wall St. Rank hold EV as of Q1 2020.

Sumitomo Mitsui DS Asset Management reported no remaining Eaton Vance Corp. position as of Q1 2020 after selling out during the quarter.
Sumitomo Mitsui DS Asset Management sold 5,908 Eaton Vance Corp. shares in Q1 2020, an estimated $275K.
Sumitomo Mitsui DS Asset Management first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 27 quarters.
Sumitomo Mitsui DS Asset Management's Eaton Vance Corp. position peaked at $608K in Q4 2013.
334 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2020.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q1 2020, filed 21 Apr 2020.