David J Yvars Group
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1836266
UNIVERSITY PARK, FL
Position in ETY
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$902,992
+$237,060 QoQ
Shares Held
62,104
+28.6% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#50
of 210 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026David J Yvars Group holds $10,951,049 across 24 Asset Management names. ETY ranks #4 (8.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BST |
BlackRock Science & Technology Trust
|
22,303 | $1,130,985 | |
| 2 | BDJ |
BlackRock Enhanced Equity Dividend Trust
|
97,410 | $932,213 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
|
45,208 | $929,476 | |
| 4 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
This page
|
62,104 | $902,992 | |
| 5 | NIE |
Virtus Equity & Convertible Income Fund
|
25,699 | $690,275 | |
| 6 | STK |
Columbia Seligman Premium Technology Growth Fund, Inc.
|
12,254 | $660,122 | |
| 7 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
33,185 | $652,417 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
55,071 | $540,246 |
All Filings in ETY
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,992 | 62,104 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $665,932 | 48,291 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $666,753 | 43,465 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $636,349 | 40,022 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $628,422 | 40,622 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $572,382 | 40,139 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $579,491 | 38,762 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $568,156 | 38,782 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $534,953 | 38,075 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $506,130 | 37,884 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $459,879 | 37,726 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $433,350 | 37,552 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $511,520 | 41,053 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $483,009 | 41,389 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $443,804 | 40,866 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $407,412 | 37,515 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $412,412 | 36,400 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $507,292 | 36,313 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $718,652 | 47,751 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $825,365 | 59,166 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $831,508 | 59,098 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $753,838 | 59,032 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $607,845 | 49,620 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||