Ameriprise
EVG

Ameriprise’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Ameriprise’s Portfolio EVG Stock Details EVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.8M Buy
1,662,358
+118,587
+8% +$1.29M ﹤0.01% 1492
2025
Q4 		$16.9M Buy
1,543,771
+27,734
+2% +$306K ﹤0.01% 1542
2025
Q3 		$17.2M Buy
1,516,037
+49,841
+3% +$559K ﹤0.01% 1513
2025
Q2 		$16.1M Buy
1,466,196
+59,355
+4% +$641K ﹤0.01% 1486
2025
Q1 		$15.4M Buy
1,406,841
+138,380
+11% +$1.53M ﹤0.01% 1481
2024
Q4 		$13.9M Buy
1,268,461
+183,918
+17% +$2.05M ﹤0.01% 1575
2024
Q3 		$12.1M Buy
1,084,543
+112,671
+12% +$1.25M ﹤0.01% 1637
2024
Q2 		$10.5M Buy
971,872
+166,006
+21% +$1.77M ﹤0.01% 1704
2024
Q1 		$8.51M Buy
805,866
+365,199
+83% +$3.87M ﹤0.01% 1930
2023
Q4 		$4.58M Buy
440,667
+219,613
+99% +$2.22M ﹤0.01% 2411
2023
Q3 		$2.29M Buy
221,054
+172,948
+360% +$1.74M ﹤0.01% 2761
2023
Q2 		$472K Buy
48,106
+6,784
+16% +$66.6K ﹤0.01% 3454
2023
Q1 		$432K Buy
41,322
+1,638
+4% +$17.2K ﹤0.01% 3485
2022
Q4 		$404K Buy
39,684
+11,875
+43% +$126K ﹤0.01% 3484
2022
Q3 		$273K Buy
27,809
+6,537
+31% +$71.5K ﹤0.01% 3607
2022
Q2 		$229K Sell
21,272
-21,349
-50% -$229K ﹤0.01% 3653
2022
Q1 		$493K Buy
42,621
+5,005
+13% +$61.5K ﹤0.01% 3490
2021
Q4 		$499K Buy
37,616
+17,372
+86% +$232K ﹤0.01% 3528
2021
Q3 		$270K Buy
+20,244
New +$275K ﹤0.01% 3615
2020
Q1 		– Sell
-21,928
Closed -$296K – 3664
2019
Q4 		$296K Sell
21,928
-8,611
-28% -$114K ﹤0.01% 3478
2019
Q3 		$402K Buy
30,539
+736
+2% +$9.76K ﹤0.01% 3366
2019
Q2 		$404K Buy
29,803
+1,757
+6% +$23K ﹤0.01% 3401
2019
Q1 		$364K Buy
28,046
+15
+0.1% +$192 ﹤0.01% 3383
2018
Q4 		$349K Buy
28,031
+2,939
+12% +$37.3K ﹤0.01% 3306
2018
Q3 		$324K Sell
25,092
-2,630
-9% -$34K ﹤0.01% 3423
2018
Q2 		$361K Sell
27,722
-18
-0.1% -$239 ﹤0.01% 3344
2018
Q1 		$378K Sell
27,740
-1,635
-6% -$22.6K ﹤0.01% 3298
2017
Q4 		$422K Sell
29,375
-2,188
-7% -$30.8K ﹤0.01% 3260
2017
Q3 		$449K Buy
31,563
+10,201
+48% +$146K ﹤0.01% 3259
2017
Q2 		$300K Sell
21,362
-13,769
-39% -$194K ﹤0.01% 3418
2017
Q1 		$496K Buy
+35,131
New +$490K ﹤0.01% 3179
2013
Q4 		– Sell
-50,460
Closed -$782K – 5226
2013
Q3 		$782K Buy
50,460
+7,358
+17% +$113K ﹤0.01% 2765
2013
Q2 		$697K Buy
+43,102
New +$724K ﹤0.01% 2717

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Ameriprise's EVG Position: Q1 2026 in Review

Ameriprise increased its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 7.7% in Q1 2026, buying an estimated $1.29M and bringing the position to 1,662,358 shares worth $17.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Ameriprise first reported a position in EVG in Q2 2013 and has held it in 33 quarters since. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

  • Ameriprise held 1,662,358 shares of Eaton Vance Short Duration Diversified Income Fund worth $17.8M as of Q1 2026.
  • Ameriprise bought 118,587 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2026, an estimated $1.29M.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Ameriprise's portfolio in Q1 2026, its #1492 holding.
  • Ameriprise first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and has held it in 33 quarters since.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on Ameriprise's 13F filing for Q1 2026, filed 15 May 2026.