EATON VANCE CORP's ticker is EV and the CUSIP is 278265103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $746,000 | -44.1% | 23,142 | -19.1% | 0.72% | -16.7% |
| Q4 2019 | $1,335,000 | +8.5% | 28,599 | +4.4% | 0.86% | -1.5% |
| Q3 2019 | $1,230,000 | +16.0% | 27,382 | +11.4% | 0.87% | +2.6% |
| Q2 2019 | $1,060,000 | +22.4% | 24,575 | +14.4% | 0.85% | +32.7% |
| Q1 2019 | $866,000 | – | 21,476 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triad Investment Management | 85,010 | $3,666,000 | 3.79% |
| JLB & ASSOCIATES INC | 208,506 | $8,992,000 | 1.82% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 80,350 | $3,465,000 | 1.19% |
| FAYEZ SAROFIM & CO | 5,160,000 | $222,551,000 | 1.15% |
| Philadelphia Financial Management of San Francisco, LLC | 149,451 | $6,446,000 | 1.13% |
| Taylor Hoffman Wealth Management | 24,575 | $1,060,000 | 0.85% |
| Modera Wealth Management, LLC | 107,488 | $4,636,000 | 0.85% |
| OLD REPUBLIC INTERNATIONAL CORP | 702,000 | $30,277,000 | 0.78% |
| Cambria Investment Management, L.P. | 107,204 | $4,624,000 | 0.71% |
| JGP Wealth Management, LLC | 44,965 | $1,939,000 | 0.69% |