Zurich Cantonal Bank’s Eaton Vance Corp. EV Stock Holding History

Zurich Cantonal Bank’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	-13,438	Closed	-$913K	–	2677
2020 Q4	$913K	Buy	13,438 +589	+5%	+$36.8K	0.01%	987
2020 Q3	$490K	Hold	12,849	–	–	﹤0.01%	1107
2020 Q2	$496K	Sell	12,849 -11,103	-46%	-$404K	﹤0.01%	1007
2020 Q1	$772K	Buy	23,952 +3,781	+19%	+$160K	0.01%	787
2019 Q4	$942K	Buy	20,171 +676	+3%	+$31.3K	0.01%	822
2019 Q3	$876K	Hold	19,495	–	–	0.01%	821
2019 Q2	$841K	Hold	19,495	–	–	0.01%	841
2019 Q1	$786K	Hold	19,495	–	–	0.01%	823
2018 Q4	$686K	Hold	19,495	–	–	0.01%	821
2018 Q3	$1.02M	Hold	19,495	–	–	0.01%	792
2018 Q2	$1.02M	Hold	19,495	–	–	0.01%	790
2018 Q1	$1.08M	Hold	19,495	–	–	0.01%	765
2017 Q4	$1.1M	Sell	19,495 -1,287	-6%	-$68.1K	0.01%	766
2017 Q3	$1.03M	Hold	20,782	–	–	0.01%	772
2017 Q2	$983K	Buy	20,782 +1,018	+5%	+$46.3K	0.01%	789
2017 Q1	$889K	Sell	19,764 -6,155	-24%	-$273K	0.01%	805
2016 Q4	$1.08M	Sell	25,919 -110,561	-81%	-$4.35M	0.01%	767
2016 Q3	$5.33M	Buy	136,480 +12,861	+10%	+$492K	0.06%	371
2016 Q2	$4.37M	Buy	123,619 +112,333	+995%	+$3.94M	0.06%	356
2016 Q1	$378K	Buy	11,286 +1,467	+15%	+$43.7K	﹤0.01%	870
2015 Q4	$318K	Buy	9,819 +2,154	+28%	+$75.5K	﹤0.01%	895
2015 Q3	$256K	Hold	7,665	–	–	﹤0.01%	916
2015 Q2	$300K	Hold	7,665	–	–	﹤0.01%	907
2015 Q1	$319K	Hold	7,665	–	–	﹤0.01%	884
2014 Q4	$314K	Hold	7,665	–	–	0.01%	748
2014 Q3	$289K	Hold	7,665	–	–	0.01%	763
2014 Q2	$290K	Hold	7,665	–	–	0.01%	806
2014 Q1	$292K	Buy	7,665 +1,732	+29%	+$66.8K	0.01%	792
2013 Q4	$254K	Buy	5,933 +218	+4%	+$9K	0.01%	788
2013 Q3	$222K	Hold	5,715	–	–	0.01%	805
2013 Q2	$215K	Buy	+5,715	New	+$230K	0.01%	796

Other funds holding EV

IAIM

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

Zurich Cantonal Bank's EV Position: Q1 2021 in Review

Zurich Cantonal Bank sold out of Eaton Vance Corp. (EV) in Q1 2021, closing a stake of 13,438 shares — an estimated $913K sold.

Zurich Cantonal Bank first reported a position in EV in Q2 2013 and held it in 31 quarters. The position peaked at $5.33M in Q3 2016. 1 fund tracked by Wall St. Rank holds EV as of Q1 2021.

Zurich Cantonal Bank reported no remaining Eaton Vance Corp. position as of Q1 2021 after selling out during the quarter.
Zurich Cantonal Bank sold 13,438 Eaton Vance Corp. shares in Q1 2021, an estimated $913K.
Zurich Cantonal Bank first reported a position in Eaton Vance Corp. in Q2 2013 and held it in 31 quarters.
Zurich Cantonal Bank's Eaton Vance Corp. position peaked at $5.33M in Q3 2016.
1 fund tracked by Wall St. Rank held Eaton Vance Corp. as of Q1 2021.

Based on Zurich Cantonal Bank's 13F filing for Q1 2021, filed 3 May 2021.