Number of Shares
562,309.00
Current Holdings Value*
$40.37 Mil
% of Portfolio
2.97%
Total Estimate Gain
$22.73 Mil
% of Total Estimate Gain
34.05%

Eaton Vance Large-Cap Value Fund's Wells Fargo & Co Holding Summary

As of 2025-03-31, EATON VANCE SPECIAL INVESTMENT TRUST held 562,309.00 shares of Wells Fargo & Co(WFC), totaling $40.37 Mil. This investment constitutes 2.97% of their stock portfolio, and EATON VANCE SPECIAL INVESTMENT TRUST now holds 0.02% of the outstanding Wells Fargo & Co(WFC) stock.

The initial trade took place in 2021Q4. And since then Eaton Vance Large-Cap Value Fund has made 5 purchases of WFC, at an average price of $48.89, for a total of 1.37 Mil shares. In addition, there have been 8 sales at an average price of $54.97 for 803,059.00 shares. Based on historical transaction data and WFC's current price of $80.64, Eaton Vance Large-Cap Value Fund's estimated gain on his WFC holdings is $22.73 Mil, reflecting a 34.05% gain to date.

Eaton Vance Large-Cap Value Fund WFC ($80.64) Holding Chart

Eaton Vance Large-Cap Value Fund WFC ($80.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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