EVTR

Eaton Vance Total Return

Latest period2024 - Q4Total superinvestors8

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 8 superinvestors own shares of Eaton Vance Total Return (EVTR), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Eaton Vance Total Return (EVTR), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Eaton Vance Total Return (EVTR) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Eaton Vance Total Return (EVTR) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 24.78%
0.11%
$38.875M
779,685 shares@ 49.86 avg price
STEPHANE BOUVEL@Bouvel Investment Partners, Llc
Recent Activity
Decreased -2.11%
4.24%
$11.758M
235,817 shares@ 49.87 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
New Position
0.06%
$2.978M
59,732 shares@ 49.86 avg price
Aryn Sands@Wall Street Financial Group, Inc.
Recent Activity
Increased 53.55%
1.95%
$1.995M
40,013 shares@ 49.87 avg price
Ryan Williamson@Horizon Wealth Management, Llc
Recent Activity
New Position
0.12%
$659,203
13,221 shares@ 49.87 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 37.2%
0.05%
$424,989
8,524 shares@ 49.86 avg price
Jeffrey Smith@Eastern Bank
Recent Activity
New Position
0.01%
$72,546
1,455 shares@ 49.86 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.01%
$9,623
193 shares@ 49.87 avg price