Westchester Capital Management (New York)’s Eaton Vance Corp. EV Stock Holding History

Westchester Capital Management (New York)’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	-1,972,179	Closed	-$134M	–	420
2020 Q4	$134M	Buy	+1,972,179	New	+$123M	4.37%	7

Other funds holding EV

IAIM

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

Westchester Capital Management (New York)'s EV Position: Q1 2021 in Review

Westchester Capital Management (New York) sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 1,972,179 shares — an estimated $134M sold.

Westchester Capital Management (New York) first reported a position in EV in Q4 2020 and held it in 1 quarter. The position peaked at $134M in Q4 2020. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Westchester Capital Management (New York) reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Westchester Capital Management (New York) sold 1,972,179 Eaton Vance Corp. shares in Q1 2021, an estimated $134M.
Westchester Capital Management (New York) first reported a position in Eaton Vance Corp. in Q4 2020 and held it in 1 quarter.
Westchester Capital Management (New York)'s Eaton Vance Corp. position peaked at $134M in Q4 2020.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Westchester Capital Management (New York)'s 13F filing for Q1 2021, filed 17 May 2021.