Centaurus Financial’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Centaurus Financial’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
2024 Q1	–	Sell	-28,010	Closed	-$291K	–	786
2023 Q4	$291K	Sell	28,010 -21,073	-43%	-$213K	0.02%	492
2023 Q3	$509K	Sell	49,083 -9,450	-16%	-$95K	0.04%	347
2023 Q2	$574K	Sell	58,533 -8,638	-13%	-$84.8K	0.05%	334
2023 Q1	$702K	Sell	67,171 -11,277	-14%	-$118K	0.06%	320
2022 Q4	$799K	Sell	78,448 -10,545	-12%	-$112K	0.08%	272
2022 Q3	$872K	Sell	88,993 -5,967	-6%	-$65.3K	0.09%	259
2022 Q2	$1.02M	Sell	94,960 -7,539	-7%	-$80.9K	0.1%	230
2022 Q1	$1.19M	Buy	102,499 +8,175	+9%	+$100K	0.09%	253
2021 Q4	$1.25M	Buy	94,324 +28,505	+43%	+$381K	0.09%	234
2021 Q3	$877K	Buy	+65,819	New	+$895K	0.07%	291

Other funds holding EVG

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

SFS

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

Centaurus Financial's EVG Position: Q1 2024 in Review

Centaurus Financial sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2024, closing a stake of 28,010 shares — an estimated $291K sold.

Centaurus Financial first reported a position in EVG in Q3 2021 and held it in 10 quarters. The position peaked at $1.25M in Q4 2021. 48 funds tracked by Wall St. Rank hold EVG as of Q1 2024.

Centaurus Financial reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2024 after selling out during the quarter.
Centaurus Financial sold 28,010 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2024, an estimated $291K.
Centaurus Financial first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2021 and held it in 10 quarters.
Centaurus Financial's Eaton Vance Short Duration Diversified Income Fund position peaked at $1.25M in Q4 2021.
48 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2024.

Based on Centaurus Financial's 13F filing for Q1 2024, filed 14 May 2024.