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Tallon Kerry Patrick’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Tallon Kerry Patrick’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
2024
Q4 		$254K Buy
+30,981
New +$262K 0.24% 72

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tallon Kerry Patrick's EXG Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) in Q4 2024: 30,981 shares worth $254K. The stake represents 0.24% of the portfolio and ranks #72 among its holdings.

277 funds tracked by Wall St. Rank hold EXG as of Q4 2024.

  • Tallon Kerry Patrick held 30,981 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $254K as of Q4 2024.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund was a new Tallon Kerry Patrick position in Q4 2024.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.24% of Tallon Kerry Patrick's portfolio in Q4 2024, its #72 holding.
  • 277 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.