Bey-Douglas LLC’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Bey-Douglas LLC’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
2026 Q1	$228K	Hold	21,306	–	–	0.2%	52
2025 Q4	$233K	Hold	21,306	–	–	0.19%	41
2025 Q3	$241K	Sell	21,306 -329	-2%	-$3.69K	0.18%	49
2025 Q2	$239K	Buy	21,635 +6,622	+44%	+$71.5K	0.14%	41
2025 Q1	$165K	Sell	15,013 -1,903	-11%	-$21K	0.15%	40
2024 Q4	$185K	Sell	16,916 -626	-4%	-$6.99K	0.16%	38
2024 Q3	$196K	Sell	17,542 -35	-0.2%	-$387	0.17%	41
2024 Q2	$192K	Hold	17,577	–	–	0.18%	37
2024 Q1	$186K	Sell	17,577 -437	-2%	-$4.63K	0.18%	36
2023 Q4	$187K	Buy	+18,014	New	+$183K	0.19%	35

Other funds holding EVG

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

SIA

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bey-Douglas LLC's EVG Position: Q1 2026 in Review

Bey-Douglas LLC held its Eaton Vance Short Duration Diversified Income Fund (EVG) position steady in Q1 2026 at 21,306 shares worth $228K. The position accounts for 0.2% of the portfolio, ranked #52.

Bey-Douglas LLC first reported a position in EVG in Q4 2023 and has held it in 10 quarters since. The position peaked at $241K in Q3 2025. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

Bey-Douglas LLC held 21,306 shares of Eaton Vance Short Duration Diversified Income Fund worth $228K as of Q1 2026.
Bey-Douglas LLC left its Eaton Vance Short Duration Diversified Income Fund share count unchanged in Q1 2026.
Eaton Vance Short Duration Diversified Income Fund made up 0.2% of Bey-Douglas LLC's portfolio in Q1 2026, its #52 holding.
Bey-Douglas LLC first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2023 and has held it in 10 quarters since.
Bey-Douglas LLC's Eaton Vance Short Duration Diversified Income Fund position peaked at $241K in Q3 2025.
44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on Bey-Douglas LLC's 13F filing for Q1 2026, filed 12 May 2026.