UBS Group
EV

UBS Group’s Eaton Vance Corp. EV Stock Holding History

UBS Group’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
2015
Q2 		– Sell
-300
Closed -$12K – 8991
2015
Q1 		$12K Sell
300
-200
-40% -$8.28K ﹤0.01% 7513
2014
Q4 		$20K Buy
+500
New +$19.7K ﹤0.01% 7695

Other funds holding EV

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

UBS Group's EV Position: Q1 2021 in Review

UBS Group sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 243,876 shares — an estimated $16.6M sold.

UBS Group first reported a position in EV in Q4 2014 and held it in 25 quarters. The position peaked at $16.6M in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

  • UBS Group reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
  • UBS Group sold 243,876 Eaton Vance Corp. shares in Q1 2021, an estimated $16.6M.
  • UBS Group first reported a position in Eaton Vance Corp. in Q4 2014 and held it in 25 quarters.
  • UBS Group's Eaton Vance Corp. position peaked at $16.6M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on UBS Group's 13F filing for Q1 2021, filed 12 May 2021.