Eaton Vance Inc. FD Bostn-InsEIBIX

13F holders, Q4 2024 (December 31)
2holders −1
0new positions
1sold out
$5.19avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Eaton Vance Inc. FD Bostn-Ins (EIBIX) in their 13F filings, down 1 from Q3 2024. 0 opened new positions and 1 sold out. The largest holders were Partners Capital Investment Group, LLP ($4.3M) and Wallington Asset Management, LLC ($215K).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits1$30K

All 13F filers, Q3 2024 → Q4 2024: 9,470 shares bought and 5,714 shares sold, net +3,756 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Partners Capital Investment Group, LLP 0.12% Add +1.0% 826,744 $4.3M
Wallington Asset Management, LLC 0.03% Add +2.5% 41,486 $215K

"% 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.