FORT PITT CAPITAL GROUP, LLC EOI EATON VANCE ENHANCED EQUITY

Ownership history in FORT PITT CAPITAL GROUP, LLC  ·  11 quarters on record

AI Ownership Summary

FORT PITT CAPITAL GROUP, LLC reported EATON VANCE ENHANCED EQUITY (EOI) in 11 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.5% in 2023 Q4. The latest visible filing shows EOI at 0.47% 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 FORT PITT CAPITAL GROUP, LLC's position in EATON VANCE ENHANCED EQUITY, 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
2024 Q3

EOI was reported at 0.47% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2024 Q3

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 FORT PITT CAPITAL GROUP, LLC held EOI — position size vs. price
% of Fund (quarterly)    EOI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 827,681 -8,988 -1.1% 0.47% $16.7M 2024-11-14 (Est.) $17.92
2024 Q2 REDUCED 836,669 -39,388 -4.5% 0.49% $16.3M 2024-07-26 $16.24
2024 Q1 REDUCED 876,057 -36,042 -4.0% 0.49% $16.0M 2024-04-11 $15.52
2023 Q4 REDUCED 912,099 -17,132 -1.8% 0.50% $15.1M 2024-02-12 $14.78
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORT PITT CAPITAL GROUP, LLC and EOI

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

How long has FORT PITT CAPITAL GROUP, LLC reported owning EOI?

FORT PITT CAPITAL GROUP, LLC reported EOI across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported EOI position in FORT PITT CAPITAL GROUP, LLC's portfolio?

The largest reported portfolio weight for EOI was 0.50% in 2023 Q4.

What is the latest reported EOI position on this page?

The most recent filing on this page is 2024 Q3, when FORT PITT CAPITAL GROUP, LLC reported 827,681 shares, equal to 0.47% of portfolio, with an estimated market value of $16.7M.

What does the chart on this EOI ownership page compare?

The chart compares FORT PITT CAPITAL GROUP, LLC'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.

How well did FORT PITT CAPITAL GROUP, LLC time their EOI position?

Based on 13F filing dates vs. subsequent EOI price moves, FORT PITT CAPITAL GROUP, LLC correctly timed 3 out of 10 reported position changes (30%). The annualised alpha on EOI relative to SPY over the holding period was +1.1%.

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