Eaton Vance Inc. FD Bostn-InsEIBIX

13F holders, Q2 2024 (June 30)
3holders +1
1new positions
0sold out
$5.14avg. 13F price*

At the end of Q2 2024, 3 institutions reported holding Eaton Vance Inc. FD Bostn-Ins (EIBIX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Partners Capital Investment Group, LLP ($4.1M), Wallington Asset Management, LLC ($203K) and Financial Gravity Asset Management, Inc. ($6K).

Company
Eaton Vance Inc. FD Bostn-Ins
CUSIP
277907200
Latest filing quarter
Q1 2025

History

Number of 13F holders

0123 Q1 2024: 2Q1 2024Q2 2024: 3Q2 2024Q3 2024: 3Q3 2024Q4 2024: 2Q4 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$6K
Exits0$0

All 13F filers, Q1 2024 → Q2 2024: 1,946 shares bought and 763,053 shares sold, net −761,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 3 holders

Partners Capital Investment Group, LLP 0.07% Reduce -48.6% 805,894 $4.1M
Wallington Asset Management, LLC 0.03% Add +2.3% 39,507 $203K
Financial Gravity Asset Management, Inc. 0.00% New 1,073 $6K

"% of holder's portfolio" is EIBIX's weight in each manager's 13F, not the share of Eaton Vance Inc. FD Bostn-Ins the manager owns.