MarketPeel
Insider Trading Intelligence
GN

George R. Nelson

EOI
PORTFOLIO MANAGER · EATON VANCE ENHANCED EQUITY INCOME FUND · CIK 0001796325
FILING MIX · LIFETIME100%/0%
BUYS
3
SELLS
0
TOTAL VALUE
$228.3K
COMPANIES
3
ACTIVE SINCE
Nov 2021
HOLDINGS NOW
15,000
AVG SELL PX
TRADE KIND
SHOWING 3 / 3
Trades · vs SPY
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Performance · forward returns vs SPY
3 backtested trades · 8 horizons
Forward-return performance of every backtestable P/S trade by George R. Nelson, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d3+0.00%-2.24%-4.03%+1.79%+1.34%
14d3+0.00%-1.10%+0.02%-1.12%-0.71%
30d3+66.67%-0.18%+0.60%-0.78%+0.10%
60d3+0.00%-8.30%-5.98%-2.32%-2.99%
90d3+0.00%-7.96%-8.17%+0.21%+0.30%
180d3+0.00%-18.13%-14.89%-3.25%-2.50%
1y3+0.00%-12.21%-12.98%+0.77%+1.32%
2y3+0.00%-15.73%+0.01%-15.74%-14.88%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
Not enough transaction history to chart holdings.
Trading cadence · quarterly flow
BUY SELL
2021
FLOW · 3 buys / 0 sellsCOVERAGE · 1 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILED
ETJ
EATON VANCE RISK-MANAGED DIVERSIFIED EQUITY INCOME FUND
PURCHASE
Portfolio Manager
5,000$10.94$54.7K5,000Nov 24, 2021Nov 26, 2021
EOI
EATON VANCE ENHANCED EQUITY INCOME FUND
PURCHASE
Portfolio Manager
5,000$20.00$100.0K5,000Nov 24, 2021Nov 26, 2021
ETY
EATON VANCE TAX-MANAGED DIVERSIFIED EQUITY INCOME FUND
PURCHASE
Portfolio Manager
5,000$14.73$73.6K5,000Nov 24, 2021Nov 26, 2021
Other insiders · EOI
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About this filer
CIK 0001796325
ROLE
Portfolio Manager
PRIMARY
EOI
COMPANIES
3
ACTIVE SINCE
Nov 2021
MARKETPEEL · /INSIDER/0001796325DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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