Eaton Vance Strat Inc. Class IESIIX
13F holders, Q2 2024 (June 30)3holders +1
1new positions
0sold out
$6.55avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Eaton Vance Strat Inc. Class I (ESIIX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were ORG Partners LLC ($2.0M), Tucker Asset Management LLC ($114K) and Financial Gravity Asset Management, Inc. ($42K).
- Company
- Eaton Vance Strat Inc. Class I
- CUSIP
- 277923579
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $2.0M |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 308,402 shares bought and 86 shares sold, net +308,316 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| ORG Partners LLC | 0.25% | New | 305,760 | $2.0M |
| Tucker Asset Management LLC | 0.03% | Reduce -0.5% | 17,387 | $114K |
| Financial Gravity Asset Management, Inc. | 0.01% | Add +69.5% | 6,445 | $42K |
"% of holder's portfolio" is ESIIX's weight in each manager's 13F, not the share of Eaton Vance Strat Inc. Class I the manager owns.