Winslow Evans & Crocker’s Eaton Vance Corp. EV Stock Holding History

Winslow Evans & Crocker’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 Q4	$136K	Hold	2,000	–	–	0.03%	390
2020 Q3	$76K	Hold	2,000	–	–	0.02%	396
2020 Q2	$77K	Hold	2,000	–	–	0.02%	395
2020 Q1	$66K	Hold	2,000	–	–	0.02%	391
2019 Q4	$94K	Hold	2,000	–	–	0.02%	408
2019 Q3	$90K	Hold	2,000	–	–	0.03%	419
2019 Q2	$88K	Hold	2,000	–	–	0.02%	427
2019 Q1	$82K	Hold	2,000	–	–	0.02%	415
2018 Q4	$72K	Hold	2,000	–	–	0.02%	410
2018 Q3	$106K	Hold	2,000	–	–	0.03%	364
2018 Q2	$106K	Hold	2,000	–	–	0.03%	362
2018 Q1	$111K	Hold	2,000	–	–	0.04%	336
2017 Q4	$113K	Hold	2,000	–	–	0.04%	344
2017 Q3	$98.7K	Hold	2,000	–	–	0.03%	367
2017 Q2	$94.6K	Hold	2,000	–	–	0.03%	443
2017 Q1	$89.9K	Hold	2,000	–	–	0.03%	432
2016 Q4	$83.8K	Sell	2,000 -200	-9%	-$7.86K	0.03%	435
2016 Q3	$85.9K	Hold	2,200	–	–	0.02%	437
2016 Q2	$77.7K	Hold	2,200	–	–	0.02%	425
2016 Q1	$73.7K	Hold	2,200	–	–	0.02%	425
2015 Q4	$71.3K	Hold	2,200	–	–	0.02%	461
2015 Q3	$73.5K	Hold	2,200	–	–	0.02%	446
2015 Q2	$86.1K	Hold	2,200	–	–	0.02%	448
2015 Q1	$91.6K	Hold	2,200	–	–	0.03%	439
2014 Q4	$90K	Hold	2,200	–	–	0.03%	432
2014 Q3	$83K	Hold	2,200	–	–	0.02%	459
2014 Q2	$83.1K	Sell	2,200 -500	-19%	-$18.5K	0.03%	408
2014 Q1	$103K	Hold	2,700	–	–	0.04%	348
2013 Q4	$116K	Buy	+2,700	New	+$111K	0.04%	357

Other funds holding EV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Winslow Evans & Crocker's EV Position: Q4 2020 in Review

Winslow Evans & Crocker held its Eaton Vance Corp. (EV) position steady in Q4 2020 at 2,000 shares worth $136K. The position accounts for 0.03% of the portfolio, ranked #390.

Winslow Evans & Crocker first reported a position in EV in Q4 2013 and has held it in 29 quarters since. 377 funds tracked by Wall St. Rank hold EV as of Q4 2020.

Winslow Evans & Crocker held 2,000 shares of Eaton Vance Corp. worth $136K as of Q4 2020.
Winslow Evans & Crocker left its Eaton Vance Corp. share count unchanged in Q4 2020.
Eaton Vance Corp. made up 0.03% of Winslow Evans & Crocker's portfolio in Q4 2020, its #390 holding.
Winslow Evans & Crocker first reported a position in Eaton Vance Corp. in Q4 2013 and has held it in 29 quarters since.
377 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.