Axiom Investment Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Axiom Investment Management’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 Q1	$18.2K	Buy	+1,921	New	+$18.7K	0.01%	281
2019 Q3	–	Sell	-12,644	Closed	-$161K	–	288
2019 Q2	$161K	Buy	12,644 +98	+0.8%	+$1.24K	0.03%	366
2019 Q1	$160K	Buy	12,546 +93	+0.7%	+$1.16K	0.03%	356
2018 Q4	$148K	Buy	+12,453	New	+$152K	0.03%	337

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Axiom Investment Management's EVV Position: Q1 2026 in Review

Axiom Investment Management opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026: 1,921 shares worth $18.2K. The stake represents 0.01% of the portfolio and ranks #281 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in EVV as recently as Q2 2019.

Axiom Investment Management first reported a position in EVV in Q4 2018 and has held it in 4 quarters since. The position peaked at $161K in Q2 2019. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Axiom Investment Management held 1,921 shares of Eaton Vance Limited Duration Income Fund worth $18.2K as of Q1 2026.
Eaton Vance Limited Duration Income Fund was a new Axiom Investment Management position in Q1 2026.
Eaton Vance Limited Duration Income Fund made up 0.01% of Axiom Investment Management's portfolio in Q1 2026, its #281 holding.
Axiom Investment Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and has held it in 4 quarters since.
Axiom Investment Management's Eaton Vance Limited Duration Income Fund position peaked at $161K in Q2 2019.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.