Apollon Wealth Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Apollon Wealth Management’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
2022 Q2	–	Sell	-17,254	Closed	-$199K	–	767
2022 Q1	$199K	Hold	17,254	–	–	0.01%	695
2021 Q4	$229K	Buy	17,254 +1,482	+9%	+$19.8K	0.02%	661
2021 Q3	$210K	Buy	15,772 +4,417	+39%	+$60.1K	0.03%	426
2021 Q2	$151K	Hold	11,355	–	–	0.03%	355
2021 Q1	$149K	Buy	+11,355	New	+$148K	0.03%	331

Other funds holding EVG

SIA

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

CCP

Clough Capital Partners Boston, Massachusetts $1.23B AUM 51.32% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Apollon Wealth Management's EVG Position: Q2 2022 in Review

Apollon Wealth Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2022, closing a stake of 17,254 shares — an estimated $199K sold.

Apollon Wealth Management first reported a position in EVG in Q1 2021 and held it in 5 quarters. The position peaked at $229K in Q4 2021. 39 funds tracked by Wall St. Rank hold EVG as of Q2 2022.

Apollon Wealth Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2022 after selling out during the quarter.
Apollon Wealth Management sold 17,254 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2022, an estimated $199K.
Apollon Wealth Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2021 and held it in 5 quarters.
Apollon Wealth Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $229K in Q4 2021.
39 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2022.

Based on Apollon Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.