Bessemer Group
EVV

Bessemer Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Bessemer Group’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 		$110K Buy
+11,700
New +$110K ﹤0.01% 1496
2014
Q2 		– Sell
-6,500
Closed -$99K – 1421
2014
Q1 		$99K Buy
+6,500
New +$99.4K ﹤0.01% 741

Other funds holding EVV

Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bessemer Group's EVV Position: Q2 2026 in Review

Bessemer Group opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 11,700 shares worth $110K. The stake represents ﹤0.01% of the portfolio and ranks #1496 among its holdings. This is a return to the name: Bessemer Group previously reported a position in EVV as recently as Q1 2014.

Bessemer Group first reported a position in EVV in Q1 2014 and has held it in 2 quarters since. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Bessemer Group held 11,700 shares of Eaton Vance Limited Duration Income Fund worth $110K as of Q2 2026.
  • Eaton Vance Limited Duration Income Fund was a new Bessemer Group position in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Bessemer Group's portfolio in Q2 2026, its #1496 holding.
  • Bessemer Group first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2014 and has held it in 2 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Bessemer Group's 13F filing for Q2 2026, filed 12 Aug 2026.