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SIMS INVESTMENT MANAGEMENT, LLC → EXG

SIMS INVESTMENT MANAGEMENT, LLC EXG Position History

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

Quarters held
12
Latest value
$5.8M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.5M
Q3 2025$1.5M
Q3 2025$5.6M
Q3 2025$5.6M
Q4 2025$1.5M
Q4 2025$5.6M
Q1 2026$1.4M
Q1 2026$5.3M
Q2 2026$1.6M
Q2 2026$5.7M
Q3 2026$1.5M
Q3 2026$5.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.8M385.4K——
Q3 2026$1.5M100.5K——
Q2 2026$5.7M386.1K——
Q2 2026$1.6M100.5K——
Q1 2026$5.3M387.9K——
Q1 2026$1.4M100.5K——
Q4 2025$5.6M388.9K——
Q4 2025$1.5M100.5K——
Q3 2025$5.6M394.2K——
Q3 2025$5.6M394.2K——
Q3 2025$1.5M101.1K——
Q3 2025$1.5M101.1K——

Other funds holding EXG

Other SIMS INVESTMENT MANAGEMENT, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$101.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$98.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$92M
SCHW-PJ

SCHWAB STRATEGIC TR

$88.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$88.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$84.8M
SCHW-PJ

SCHWAB STRATEGIC TR

$62.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$56.6M