Syverson Strege & Co’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Syverson Strege & Co’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
2026 Q2	$278K	Buy	19,149 +1,484	+8%	+$21.6K	0.06%	140
2026 Q1	$244K	Hold	17,665	–	–	0.06%	141
2025 Q4	$271K	Hold	17,665	–	–	0.06%	125
2025 Q3	$281K	Hold	17,665	–	–	0.07%	121
2025 Q2	$273K	Hold	17,665	–	–	0.06%	128
2025 Q1	$252K	Hold	17,665	–	–	0.08%	66
2024 Q4	$264K	Hold	17,665	–	–	0.09%	65
2024 Q3	$259K	Hold	17,665	–	–	0.09%	54
2024 Q2	$248K	Hold	17,665	–	–	0.08%	66
2024 Q1	$236K	Hold	17,665	–	–	0.09%	64
2023 Q4	$215K	Hold	17,665	–	–	0.08%	65
2023 Q3	$204K	Hold	17,665	–	–	0.09%	57
2023 Q2	$220K	Hold	17,665	–	–	0.09%	57
2023 Q1	$206K	Hold	17,665	–	–	0.09%	60
2022 Q4	$192K	Hold	17,665	–	–	0.09%	67
2022 Q3	$192K	Hold	17,665	–	–	0.1%	67
2022 Q2	$200K	Buy	17,665 +1,995	+13%	+$24.7K	0.07%	69
2022 Q1	$219K	Buy	15,670 +8,161	+109%	+$114K	0.24%	57
2021 Q4	$113K	Hold	7,509	–	–	0.08%	93
2021 Q3	$105K	Hold	7,509	–	–	0.08%	95
2021 Q2	$106K	Buy	7,509 +5,310	+241%	+$72.2K	0.09%	91
2021 Q1	$28K	Hold	2,199	–	–	0.03%	151
2020 Q4	$27K	Buy	+2,199	New	+$25.6K	0.03%	144

Other funds holding ETY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

MPCG

Matrix Private Capital Group New York $230M AUM 18.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Syverson Strege & Co's ETY Position: Q2 2026 in Review

Syverson Strege & Co increased its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 8.4% in Q2 2026, buying an estimated $21.6K and bringing the position to 19,149 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #140.

Syverson Strege & Co first reported a position in ETY in Q4 2020 and has held it in 23 quarters since. The position peaked at $281K in Q3 2025. 210 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

Syverson Strege & Co held 19,149 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $278K as of Q2 2026.
Syverson Strege & Co bought 1,484 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $21.6K.
Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.06% of Syverson Strege & Co's portfolio in Q2 2026, its #140 holding.
Syverson Strege & Co first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2020 and has held it in 23 quarters since.
Syverson Strege & Co's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $281K in Q3 2025.
210 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.