Eaton Vance Atl Cap Smid-IEISMX
13F holders, Q2 2024 (June 30)4holders +1
1new positions
0sold out
$40.25avg. 13F price*
At the end of Q2 2024, 4 institutions reported holding Eaton Vance Atl Cap Smid-I (EISMX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($377K), Atlas Wealth LLC ($369K) and Laffer Tengler Investments, Inc. ($123K).
- Company
- Eaton Vance Atl Cap Smid-I
- CUSIP
- 277902698
- Latest filing quarter
- Q2 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $369K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 9,183 shares bought, net +9,183 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Fulton Bank, N.A. | 0.02% | No change | 9,376 | $377K |
| Atlas Wealth LLC | 0.07% | New | 9,183 | $369K |
| Laffer Tengler Investments, Inc. | 0.03% | No change | 3,044 | $123K |
| Tucker Asset Management LLC | 0.00% | No change | 94 | $4K |
"% of holder's portfolio" is EISMX's weight in each manager's 13F, not the share of Eaton Vance Atl Cap Smid-I the manager owns.