Swiss Life Asset Management’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 |
-72,701
| Closed | -$4.93M | – | 535 |
|
|
2020
Q4 | $4.93M | Hold |
72,701
| – | – | 0.07% | 296 |
|
|
2020
Q3 | $2.77M | Buy |
72,701
+5,764
| +9% | +$220K | 0.04% | 288 |
|
|
2020
Q2 | $2.59M | Sell |
66,937
-45,002
| -40% | -$1.64M | 0.04% | 286 |
|
|
2020
Q1 | $3.61M | Buy |
111,939
+2,988
| +3% | +$127K | 0.07% | 195 |
|
|
2019
Q4 | $5.09M | Buy |
108,951
+32,084
| +42% | +$1.48M | 0.1% | 183 |
|
|
2019
Q3 | $3.45M | Buy |
76,867
+19,648
| +34% | +$850K | 0.05% | 225 |
|
|
2019
Q2 | $2.46M | Buy |
57,219
+13,996
| +32% | +$571K | 0.03% | 283 |
|
|
2019
Q1 | $1.74M | Buy |
+43,223
| New | +$1.71M | 0.02% | 321 |
|
|
2018
Q3 | – | Sell |
-30,927
| Closed | -$1.62M | – | 583 |
|
|
2018
Q2 | $1.62M | Buy |
30,927
+3,577
| +13% | +$197K | 0.02% | 334 |
|
|
2018
Q1 | $1.52M | Buy |
27,350
+1,760
| +7% | +$99.9K | 0.03% | 349 |
|
|
2017
Q4 | $1.44M | Buy |
+25,590
| New | +$1.35M | 0.03% | 279 |
|
|
2017
Q3 | – | Sell |
-23,153
| Closed | -$1.09M | – | 532 |
|
|
2017
Q2 | $1.09M | Sell |
23,153
-5,979
| -21% | -$272K | 0.03% | 306 |
|
|
2017
Q1 | $1.31M | Buy |
+29,132
| New | +$1.29M | 0.04% | 229 |
|
|
2016
Q2 | – | Sell |
-12,136
| Closed | -$407K | – | 396 |
|
|
2016
Q1 | $407K | Buy |
+12,136
| New | +$361K | 0.02% | 289 |
|
Other funds holding EV
Swiss Life Asset Management's EV Position: Q1 2021 in Review
Swiss Life Asset Management sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 72,701 shares — an estimated $4.93M sold.
Swiss Life Asset Management first reported a position in EV in Q1 2016 and held it in 14 quarters. The position peaked at $5.09M in Q4 2019. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.
- Swiss Life Asset Management reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
- Swiss Life Asset Management sold 72,701 Eaton Vance Corp. shares in Q1 2021, an estimated $4.93M.
- Swiss Life Asset Management first reported a position in Eaton Vance Corp. in Q1 2016 and held it in 14 quarters.
- Swiss Life Asset Management's Eaton Vance Corp. position peaked at $5.09M in Q4 2019.
- 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.
Based on Swiss Life Asset Management's 13F filing for Q1 2021, filed 29 Dec 2025.