EOI β€” EATON VANCE ENHANCED EQ INC

Ownership history in Brick & Kyle, Associates  Β·  38 quarters on record

AI Ownership Summary

Brick & Kyle, Associates reported EATON VANCE ENHANCED EQ INC (EOI) in 38 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.28% in 2023 Q3. The latest visible filing shows EOI at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EOI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Brick & Kyle, Associates's position in EATON VANCE ENHANCED EQ INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EOI was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.28% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Brick & Kyle, Associates held EOI β€” position size vs. price
% of Fund (quarterly)    EOI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 21,069 -500 -2.3% 0.15% $433K 2026-02-14 (Est.) $20.13
2025 Q3 UNCHANGED 21,569 β€” 0% 0.17% $453K 2025-11-14 $19.49
2025 Q2 REDUCED 21,569 -1,179 -5.2% 0.20% $451K 2025-08-18 $20.25
2025 Q1 ADDED 22,748 +531 +2.4% 0.19% $422K 2025-04-30 $17.48
2024 Q4 ADDED 22,217 +15 +0.1% 0.20% $461K 2025-02-25 $18.53
2024 Q3 REDUCED 22,202 -10,390 -31.9% 0.19% $445K 2024-11-14 $18.16
2024 Q2 ADDED 32,592 +143 +0.4% 0.26% $633K 2024-08-15 $16.75
2024 Q1 REDUCED 32,449 -1,338 -4.0% 0.26% $595K 2024-05-14 $15.77
2023 Q4 ADDED 33,787 +134 +0.4% 0.28% $560K 2024-02-15 $15.14
2023 Q3 ADDED 33,653 +1,682 +5.3% 0.28% $533K 2023-11-15 $12.91
28 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Brick & Kyle, Associates and EOI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Brick & Kyle, Associates reported owning EOI?

Brick & Kyle, Associates reported EOI across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported EOI position in Brick & Kyle, Associates's portfolio?

The largest reported portfolio weight for EOI was 0.28% in 2023 Q3.

What is the latest reported EOI position on this page?

The most recent filing on this page is 2025 Q4, when Brick & Kyle, Associates reported 21,069 shares, equal to 0.15% of portfolio, with an estimated market value of $433K.

What does the chart on this EOI ownership page compare?

The chart compares Brick & Kyle, Associates's quarterly EOI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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