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 Q2	$9.53K	Sell	1,017 -904	-47%	-$8.46K	0.01%	364
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

Axiom Investment Management's EVV Position: Q2 2026 in Review

Axiom Investment Management reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 47% in Q2 2026, selling an estimated $8.46K and leaving 1,017 shares worth $9.53K. The position accounts for 0.01% of the portfolio, ranked #364.

Axiom Investment Management first reported a position in EVV in Q4 2018 and has held it in 5 quarters since. The position peaked at $161K in Q2 2019. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Axiom Investment Management held 1,017 shares of Eaton Vance Limited Duration Income Fund worth $9.53K as of Q2 2026.
Axiom Investment Management sold 904 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $8.46K.
Eaton Vance Limited Duration Income Fund made up 0.01% of Axiom Investment Management's portfolio in Q2 2026, its #364 holding.
Axiom Investment Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2018 and has held it in 5 quarters since.
Axiom Investment Management's Eaton Vance Limited Duration Income Fund position peaked at $161K in Q2 2019.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.