SEC 13F Intelligence

Sam Advisors, LLC / XEXGX

Sam Advisors, LLC’s Eaton Vance Tax-Managed Glob Position

Does Sam Advisors, LLC own Eaton Vance Tax-Managed Glob (XEXGX)? Yes — 522.5K shares worth $5M (+1.42% of its 13F portfolio) as of Q1 2026, up from 513.5K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
522.5K
% of Portfolio
+1.42%
Quarters Held
5
currently held

Position History XEXGX

Reported value by quarter
Q3 ’24: $4MQ3 ’24Q2 ’25: $4MQ2 ’25Q3 ’25: $5MQ3 ’25Q4 ’25: $5MQ4 ’25Q1 ’26: $5MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026522.5K$5M+1.42%
Q4 2025513.5K$5M+1.55%
Q3 2025513.5K$5M+1.51%
Q2 2025507.4K$4M+1.54%
Q3 2024464.4K$4M+1.49%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Sam Advisors, LLC’s full portfolio or all institutional holders of XEXGX.