Truist Financial’s Eaton Vance Corp. EV Stock Holding History

Truist Financial’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
2021 Q1	–	Sell	-5,011	Closed	-$341K	–	2783
2020 Q4	$341K	Buy	+5,011	New	+$313K	﹤0.01%	2083
2020 Q1	–	Sell	-22,316	Closed	-$1.04M	–	2632
2019 Q4	$1.04M	Buy	+22,316	New	+$1.03M	﹤0.01%	1416
2015 Q3	–	Sell	-807	Closed	-$32K	–	881
2015 Q2	$32K	Sell	807 -4,659	-85%	-$192K	﹤0.01%	804
2015 Q1	$227K	Sell	5,466 -1,010	-16%	-$41.8K	0.01%	740
2014 Q4	$265K	Sell	6,476 -3,110	-32%	-$122K	0.01%	667
2014 Q3	$361K	Sell	9,586 -1,900	-17%	-$71.3K	0.01%	574
2014 Q2	$435K	Buy	11,486 +3,261	+40%	+$120K	0.01%	539
2014 Q1	$314K	Sell	8,225 -235	-3%	-$9.06K	0.01%	613
2013 Q4	$362K	Sell	8,460 -487	-5%	-$20.1K	0.01%	579
2013 Q3	$347K	Buy	8,947 +397	+5%	+$15.8K	0.01%	573
2013 Q2	$321K	Buy	+8,550	New	+$344K	0.01%	584

Other funds holding EV

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Truist Financial's EV Position: Q1 2021 in Review

Truist Financial sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 5,011 shares — an estimated $341K sold.

Truist Financial first reported a position in EV in Q2 2013 and held it in 11 quarters. The position peaked at $1.04M in Q4 2019. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Truist Financial reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Truist Financial sold 5,011 Eaton Vance Corp. shares in Q1 2021, an estimated $341K.
Truist Financial first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 11 quarters.
Truist Financial's Eaton Vance Corp. position peaked at $1.04M in Q4 2019.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Truist Financial's 13F filing for Q1 2021, filed 17 May 2021.