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EdgarHawk

Dunn Aaron

Director

Director
2 filings analyzed · 1 company · Latest 2025-02-14

Companies

Company Buys Sells Direction
Eaton Vance Tax-Advantaged Dividend Income Fund EVT 2 0 Net buying

Activity

February 2025
Buy
290 shares
$7,061
Significance 6/10

Director Dunn Aaron bought 290 shares of EVT at $24.35 on 2025-02-14, raising holdings 17.9% to 1,910 shares

Dunn Aaron's purchase of 290 shares at $24.35 represents a 17.9% increase in his holdings of Eaton Vance Tax-Advantaged Dividend Income Fund, a material accumulation for a closed-end dividend fund position. His prior trading history at EVT shows 3 of 4 prior buys were well-timed at the 90-day mark, with the most recent purchase on 2024-02-16 posting a 6.5% 90-day return and the 2023-11-16 buy posting a 9.0% 90-day return, suggesting a pattern of disciplined entry points. The current price of $24.20 is -5.8% from the 52-week high of $25.68 and +0.5% over 30 days, placing the transaction near recent lows within the year's range. This accumulation during a period of modest near-term weakness, coupled with the director's historical success timing entries at this security, warrants monitoring of subsequent price performance to assess whether the pattern of well-timed buys continues.

August 2024
Buy
290 shares
$7,004
Significance 5/10

Director Dunn Aaron bought 290 shares of EVT at $24.15 on 2024-08-19, raising stake to 1,526 shares (+23.5%).

Dunn Aaron, a Director, purchased 290 shares of Eaton Vance Tax Advantaged Dividend Income Fund (EVT) for $7,003.50, increasing his holdings by 23.5% to 1,526 shares. The purchase price of $24.15 is only 0.5% below the 52-week high of $24.30, and the fund is trading near its yearly peak. His cross-ticker track record shows a 90-day win rate of 66.67% on 3 prior buys with an average 90-day return of +5.1%, though his specific trading history at EVT is mixed: 2 of 3 prior purchases at this ticker were well-timed at the 90-day horizon, while his most recent EVT buy on 2024-05-17 resulted in a -3.9% 30-day loss. The concentration of buys in a closed-end fund at near-52-week-high pricing and the lack of a clear pattern distinguishing this purchase from prior EVT transactions warrant monitoring.

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