Zullo Investment Group’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

Zullo Investment Group’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-3,000	Closed	-$68.4K	–	321
2022 Q4	$68.4K	Hold	3,000	–	–	0.04%	236
2022 Q3	$65K	Hold	3,000	–	–	0.04%	235
2022 Q2	$72K	Hold	3,000	–	–	0.05%	237
2022 Q1	$87K	Hold	3,000	–	–	0.05%	238
2021 Q4	$89K	Buy	+3,000	New	+$86.4K	0.05%	236

Other funds holding EVT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Zullo Investment Group's EVT Position: Q1 2023 in Review

Zullo Investment Group sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q1 2023, closing a stake of 3,000 shares — an estimated $68.4K sold.

Zullo Investment Group first reported a position in EVT in Q4 2021 and held it in 5 quarters. The position peaked at $89K in Q4 2021. 112 funds tracked by Wall St. Rank hold EVT as of Q1 2023.

Zullo Investment Group reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 3,000 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2023, an estimated $68.4K.
Zullo Investment Group first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $89K in Q4 2021.
112 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.