Triad Investment Management’s Eaton Vance Corp. EV Stock Holding History

Triad Investment 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 Q4	–	Sell	-73,469	Closed	-$2.8M	–	56
2020 Q3	$2.8M	Sell	73,469 -3,442	-4%	-$132K	3.97%	7
2020 Q2	$2.97M	Sell	76,911 -1,001	-1%	-$36.4K	4.02%	6
2020 Q1	$2.51M	Sell	77,912 -2,632	-3%	-$112K	4.37%	6
2019 Q4	$3.76M	Sell	80,544 -525	-0.6%	-$24.3K	3.64%	8
2019 Q3	$3.64M	Sell	81,069 -3,941	-5%	-$171K	3.96%	7
2019 Q2	$3.67M	Sell	85,010 -2,223	-3%	-$90.7K	3.79%	9
2019 Q1	$3.52M	Buy	87,233 +41,641	+91%	+$1.65M	3.58%	9
2018 Q4	$1.6M	Buy	+45,592	New	+$1.93M	2.1%	25

Other funds holding EV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Triad Investment Management's EV Position: Q4 2020 in Review

Triad Investment Management sold out of Eaton Vance Corp. (EV) in Q4 2020, closing a stake of 73,469 shares — an estimated $2.8M sold.

Triad Investment Management first reported a position in EV in Q4 2018 and held it in 8 quarters. The position peaked at $3.76M in Q4 2019. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Triad Investment Management reported no remaining Eaton Vance Corp. position as of Q4 2020 after selling out during the quarter.
Triad Investment Management sold 73,469 Eaton Vance Corp. shares in Q4 2020, an estimated $2.8M.
Triad Investment Management first reported a position in Eaton Vance Corp. in Q4 2018 and held it in 8 quarters.
Triad Investment Management's Eaton Vance Corp. position peaked at $3.76M in Q4 2019.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Triad Investment Management's 13F filing for Q4 2020, filed 20 Jan 2021.