Yorktown Management & Research Company’s Eaton Vance Corp. EV Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-19,200	Closed	-$619K	–	337
2020 Q1	$619K	Sell	19,200 -6,200	-24%	-$263K	0.63%	40
2019 Q4	$1.19M	Hold	25,400	–	–	0.64%	41
2019 Q3	$1.14M	Buy	25,400 +3,500	+16%	+$151K	0.61%	26
2019 Q2	$945K	Buy	21,900 +14,500	+196%	+$592K	0.36%	71
2019 Q1	$298K	Buy	+7,400	New	+$294K	0.1%	247
2017 Q3	–	Sell	-5,650	Closed	-$267K	–	427
2017 Q2	$267K	Hold	5,650	–	–	0.09%	198
2017 Q1	$254K	Hold	5,650	–	–	0.07%	251
2016 Q4	$237K	Buy	+5,650	New	+$222K	0.06%	285

Other funds holding EV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Yorktown Management & Research Company's EV Position: Q2 2020 in Review

Yorktown Management & Research Company sold out of Eaton Vance Corp. (EV) in Q2 2020, closing a stake of 19,200 shares — an estimated $619K sold.

Yorktown Management & Research Company first reported a position in EV in Q4 2016 and held it in 8 quarters. The position peaked at $1.19M in Q4 2019. 337 funds tracked by Wall St. Rank hold EV as of Q2 2020.

Yorktown Management & Research Company reported no remaining Eaton Vance Corp. position as of Q2 2020 after selling out during the quarter.
Yorktown Management & Research Company sold 19,200 Eaton Vance Corp. shares in Q2 2020, an estimated $619K.
Yorktown Management & Research Company first reported a position in Eaton Vance Corp. in Q4 2016 and held it in 8 quarters.
Yorktown Management & Research Company's Eaton Vance Corp. position peaked at $1.19M in Q4 2019.
337 funds tracked by Wall St. Rank held Eaton Vance Corp. as of Q2 2020.

Based on Yorktown Management & Research Company's 13F filing for Q2 2020, filed 11 Aug 2020.