AXS Investments’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

AXS Investments’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
2024 Q2	–	Sell	-23,000	Closed	-$224K	–	248
2024 Q1	$224K	Buy	23,000 +13,000	+130%	+$127K	0.05%	267
2023 Q4	$95.8K	Buy	+10,000	New	+$91.1K	0.02%	331
2023 Q3	–	Sell	-24,000	Closed	-$225K	–	401
2023 Q2	$225K	Buy	+24,000	New	+$223K	0.06%	255

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

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

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

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

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

CPIG

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

AXS Investments's EVV Position: Q2 2024 in Review

AXS Investments sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2024, closing a stake of 23,000 shares — an estimated $224K sold.

AXS Investments first reported a position in EVV in Q2 2023 and held it in 3 quarters. The position peaked at $225K in Q2 2023. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2024.

AXS Investments reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2024 after selling out during the quarter.
AXS Investments sold 23,000 Eaton Vance Limited Duration Income Fund shares in Q2 2024, an estimated $224K.
AXS Investments first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2023 and held it in 3 quarters.
AXS Investments's Eaton Vance Limited Duration Income Fund position peaked at $225K in Q2 2023.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2024.

Based on AXS Investments's 13F filing for Q2 2024, filed 13 Aug 2024.