Corient Private Wealth
EVV

Corient Private Wealth’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Corient Private Wealth’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
Q1 		$135K Sell
14,298
-12,826
-47% -$125K ﹤0.01% 2638
2025
Q4 		$269K Buy
27,124
+8,082
+42% +$81K ﹤0.01% 2523
2025
Q3 		$193K Sell
19,042
-2,160
-10% -$22K ﹤0.01% 2353
2025
Q2 		$218K Sell
21,202
-299
-1% -$2.96K ﹤0.01% 2188
2025
Q1 		$215K Buy
21,501
+849
+4% +$8.59K ﹤0.01% 2034
2024
Q4 		$202K Sell
20,652
-583
-3% -$5.96K ﹤0.01% 2114
2024
Q3 		$223K Sell
21,235
-2,711
-11% -$27.2K ﹤0.01% 2173
2024
Q2 		$233K Sell
23,946
-576
-2% -$5.57K ﹤0.01% 2044
2024
Q1 		$239K Buy
24,522
+3,636
+17% +$35.5K ﹤0.01% 2015
2023
Q4 		$200K Sell
20,886
-875
-4% -$7.97K ﹤0.01% 2080
2023
Q3 		$197K Buy
21,761
+541
+3% +$5.03K ﹤0.01% 1923
2023
Q2 		$199K Sell
21,220
-481
-2% -$4.47K ﹤0.01% 1879
2023
Q1 		$214K Buy
+21,701
New +$218K ﹤0.01% 1770

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return