Concurrent Investment Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Concurrent Investment Advisors’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	$163K	Buy	17,365 +180	+1%	+$1.69K	﹤0.01%	1972
2026 Q1	$162K	Hold	17,185	–	–	﹤0.01%	1776
2025 Q4	$170K	Sell	17,185 -200	-1%	-$2K	﹤0.01%	1660
2025 Q3	$176K	Sell	17,385 -7,124	-29%	-$72.7K	﹤0.01%	1372
2025 Q2	$251K	Sell	24,509 -106	-0.4%	-$1.05K	﹤0.01%	1152
2025 Q1	$246K	Buy	24,615 +688	+3%	+$6.96K	0.01%	1023
2024 Q4	$234K	Sell	23,927 -572	-2%	-$5.84K	0.01%	930
2024 Q3	$257K	Buy	24,499 +1,835	+8%	+$18.4K	0.01%	837
2024 Q2	$221K	Buy	+22,664	New	+$219K	0.01%	841

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

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

CPIG

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

Concurrent Investment Advisors's EVV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 1% in Q2 2026, buying an estimated $1.69K and bringing the position to 17,365 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Concurrent Investment Advisors first reported a position in EVV in Q2 2024 and has held it in 9 quarters since. The position peaked at $257K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Concurrent Investment Advisors held 17,365 shares of Eaton Vance Limited Duration Income Fund worth $163K as of Q2 2026.
Concurrent Investment Advisors bought 180 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $1.69K.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1972 holding.
Concurrent Investment Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Eaton Vance Limited Duration Income Fund position peaked at $257K in Q3 2024.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.