EATON VANCE CORP's ticker is EV and the CUSIP is 278265103.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $276,000 | +19.0% | 4,070 | -17.6% | 0.22% | -4.4% |
| Q4 2019 | $232,000 | +6.4% | 4,939 | 0.0% | 0.23% | -2.2% |
| Q3 2019 | $218,000 | -1.8% | 4,939 | -2.2% | 0.23% | -0.4% |
| Q2 2019 | $222,000 | +5.7% | 5,052 | 0.0% | 0.23% | +3.6% |
| Q1 2019 | $210,000 | +2.4% | 5,052 | -1.8% | 0.22% | -8.9% |
| Q4 2018 | $205,000 | – | 5,147 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Triad Investment Management | 76,911 | $2,969,000 | 4.02% |
| Core Alternative Capital | 139,357 | $5,379,000 | 1.68% |
| JLB & ASSOCIATES INC | 215,912 | $8,334,000 | 1.66% |
| MATTERN CAPITAL MANAGEMENT, LLC | 106,728 | $4,120,000 | 1.20% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 101,500 | $3,918,000 | 1.16% |
| FAYEZ SAROFIM & CO | 5,160,000 | $199,176,000 | 0.92% |
| EARNEST PARTNERS LLC | 2,341,383 | $90,377,000 | 0.85% |
| Prana Capital Management, LP | 162,297 | $6,265,000 | 0.85% |
| JGP Wealth Management, LLC | 64,930 | $2,461,000 | 0.72% |
| INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 85,234 | $3,290,000 | 0.68% |