Truist Financial
EIM

Truist Financial’s Eaton Vance Municipal Bond Fund EIM Stock Holding History

Truist Financial’s Portfolio EIM Stock Details EIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-15,322
Closed -$148K – 2603
2022
Q3 		$148K Buy
15,322
+2,605
+20% +$27.8K ﹤0.01% 2370
2022
Q2 		$136K Sell
12,717
-13,882
-52% -$150K ﹤0.01% 2510
2022
Q1 		$306K Buy
26,599
+6,023
+29% +$73.7K ﹤0.01% 2311
2021
Q4 		$279K Hold
20,576
– – ﹤0.01% 2404
2021
Q3 		$276K Sell
20,576
-10,711
-34% -$148K ﹤0.01% 2402
2021
Q2 		$428K Sell
31,287
-637
-2% -$8.62K ﹤0.01% 2170
2021
Q1 		$425K Buy
31,924
+10,530
+49% +$140K ﹤0.01% 2077
2020
Q4 		$290K Sell
21,394
-1,405
-6% -$18.5K ﹤0.01% 2174
2020
Q3 		$300K Sell
22,799
-215
-0.9% -$2.82K ﹤0.01% 2018
2020
Q2 		$293K Sell
23,014
-900
-4% -$11.2K ﹤0.01% 1959
2020
Q1 		$298K Buy
23,914
+3,000
+14% +$38.4K ﹤0.01% 1870
2019
Q4 		$269K Buy
+20,914
New +$269K ﹤0.01% 2211

Other funds holding EIM

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.16B AUM 0.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial's EIM Position: Q4 2022 in Review

Truist Financial sold out of Eaton Vance Municipal Bond Fund (EIM) in Q4 2022, closing a stake of 15,322 shares — an estimated $148K sold.

Truist Financial first reported a position in EIM in Q4 2019 and held it in 12 quarters. The position peaked at $428K in Q2 2021. 137 funds tracked by Wall St. Rank hold EIM as of Q4 2022.

  • Truist Financial reported no remaining Eaton Vance Municipal Bond Fund position as of Q4 2022 after selling out during the quarter.
  • Truist Financial sold 15,322 Eaton Vance Municipal Bond Fund shares in Q4 2022, an estimated $148K.
  • Truist Financial first reported a position in Eaton Vance Municipal Bond Fund in Q4 2019 and held it in 12 quarters.
  • Truist Financial's Eaton Vance Municipal Bond Fund position peaked at $428K in Q2 2021.
  • 137 funds tracked by Wall St. Rank held Eaton Vance Municipal Bond Fund as of Q4 2022.

Based on Truist Financial's 13F filing for Q4 2022, filed 17 Feb 2023.