Home › Stocks › EXD

EXD — EATON VANCE TAX MNGD BUY WRI

Reported value held$4.75M
Funds holding (latest)6
Sector—

EXD (EATON VANCE TAX MNGD BUY WRI) is tracked on HoldingsHub across five years of quarterly 13F filings. 6 funds have reported positions historically, with the sum of their latest reported stakes valued at $4.75M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Morgan Stanley history Q1 2023 355.77K $3.43M 0.00% Reduce
Bank of America Corp history Q1 2023 43.27K $417.15K 0.00% Reduce
Invesco Ltd history Q4 2022 43.07K $395.85K 0.00% Reduce
UBS Group AG history Q1 2023 29.89K $288.19K 0.00% Add
Wells Fargo & Co history Q1 2023 23.08K $222.48K 0.00% Add
Citigroup Inc history Q1 2023 1 $10 0.00% Hold

New Positions (latest)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 6 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023
Morgan Stanley 386.28K 382.13K 381.81K 352.71K 349.14K 358.81K 355.77K
Bank of America Corp 69.95K 69.81K 66.72K 53.82K 47.88K 46.65K 43.27K
UBS Group AG 32.70K 31.44K 30.67K 24.71K 26.59K 27.64K 29.89K
Wells Fargo & Co 12.90K 13.65K 15.65K 9.24K 21.17K 20.42K 23.08K
Citigroup Inc 1 1 1 1 1 1 1
Invesco Ltd — 48.44K 49.72K 49.59K 49.55K 43.07K —

Download holders (CSV)