Almitas Capital’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Almitas Capital’s Portfolio EVV Stock Details EVV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$435K	Buy	+46,399	New	+$434K	0.1%	88
2023 Q3	–	Sell	-87,167	Closed	-$828K	–	93
2023 Q2	$828K	Buy	+87,167	New	+$810K	0.35%	56
2019 Q1	–	Sell	-150,581	Closed	-$1.79M	–	68
2018 Q4	$1.79M	Buy	+150,581	New	+$1.84M	1.21%	24

Other funds holding EVV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Almitas Capital's EVV Position: Q2 2026 in Review

Almitas Capital opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 46,399 shares worth $435K. The stake represents 0.1% of the portfolio and ranks #88 among its holdings. This is a return to the name: Almitas Capital previously reported a position in EVV as recently as Q2 2023.

Almitas Capital first reported a position in EVV in Q4 2018 and has held it in 3 quarters since. The position peaked at $1.79M in Q4 2018. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Almitas Capital held 46,399 shares of Eaton Vance Limited Duration Income Fund worth $435K as of Q2 2026.
Eaton Vance Limited Duration Income Fund was a new Almitas Capital position in Q2 2026.
Eaton Vance Limited Duration Income Fund made up 0.1% of Almitas Capital's portfolio in Q2 2026, its #88 holding.
Almitas Capital first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and has held it in 3 quarters since.
Almitas Capital's Eaton Vance Limited Duration Income Fund position peaked at $1.79M in Q4 2018.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Almitas Capital's 13F filing for Q2 2026, filed 17 Aug 2026.