WT
EV

Whittier Trust’s Eaton Vance Corp. EV Stock Holding History

Whittier Trust’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
Q1 		– Sell
-277
Closed -$13K – 1641
2019
Q4 		$13K Buy
+277
New +$12.8K ﹤0.01% 1097
2017
Q4 		– Sell
-588
Closed -$29K – 1371
2017
Q3 		$29K Sell
588
-11
-2% -$526 ﹤0.01% 850
2017
Q2 		$28K Hold
599
– – ﹤0.01% 824
2017
Q1 		$27K Buy
+599
New +$26.6K ﹤0.01% 838

Other funds holding EV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Whittier Trust's EV Position: Q1 2020 in Review

Whittier Trust sold out of Eaton Vance Corp. (EV) in Q1 2020, closing a stake of 277 shares — an estimated $13K sold.

Whittier Trust first reported a position in EV in Q1 2017 and held it in 4 quarters. The position peaked at $29K in Q3 2017. 334 funds tracked by Wall St. Rank hold EV as of Q1 2020.

  • Whittier Trust reported no remaining Eaton Vance Corp. position as of Q1 2020 after selling out during the quarter.
  • Whittier Trust sold 277 Eaton Vance Corp. shares in Q1 2020, an estimated $13K.
  • Whittier Trust first reported a position in Eaton Vance Corp. in Q1 2017 and held it in 4 quarters.
  • Whittier Trust's Eaton Vance Corp. position peaked at $29K in Q3 2017.
  • 334 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2020.

Based on Whittier Trust's 13F filing for Q1 2020, filed 27 Apr 2020.