Synergy Asset Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Synergy Asset Management’s Portfolio EXG Stock Details EXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-950	Closed	-$8.28K	–	305
2024 Q4	$8.28K	Buy	+950	New	+$8.02K	﹤0.01%	503

Other funds holding EXG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Synergy Asset Management's EXG Position: Q1 2025 in Review

Synergy Asset Management sold out of Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q1 2025, closing a stake of 950 shares — an estimated $8.28K sold.

Synergy Asset Management first reported a position in EXG in Q4 2024 and held it in 1 quarter. The position peaked at $8.28K in Q4 2024. 257 funds tracked by Wall St. Rank hold EXG as of Q1 2025.

Synergy Asset Management reported no remaining Eaton Vance Tax-Managed Global Diversified Equity Income Fund position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 950 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q1 2025, an estimated $8.28K.
Synergy Asset Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q4 2024 and held it in 1 quarter.
Synergy Asset Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $8.28K in Q4 2024.
257 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.