Credit Suisse’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Credit Suisse’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
2024 Q1	$341K	Sell	35,000 -15,000	-30%	-$147K	﹤0.01%	2785
2023 Q4	$479K	Sell	50,000 -10,000	-17%	-$91.1K	﹤0.01%	2747
2023 Q3	$542K	Sell	60,000 -17,500	-23%	-$163K	﹤0.01%	2644
2023 Q2	$725K	Sell	77,500 -262,500	-77%	-$2.44M	﹤0.01%	2593
2023 Q1	$3.35M	Buy	340,000 +205,000	+152%	+$2.06M	﹤0.01%	1566
2022 Q4	$1.27M	Hold	135,000	–	–	﹤0.01%	2175
2022 Q3	$1.24M	Hold	135,000	–	–	﹤0.01%	2169
2022 Q2	$1.4M	Hold	135,000	–	–	﹤0.01%	2155
2022 Q1	$1.58M	Hold	135,000	–	–	﹤0.01%	2235
2021 Q4	$1.77M	Buy	+135,000	New	+$1.78M	﹤0.01%	2885
2015 Q2	–	Sell	-10,000	Closed	-$144K	–	4546
2015 Q1	$144K	Hold	10,000	–	–	﹤0.01%	4161
2014 Q4	$141K	Hold	10,000	–	–	﹤0.01%	4364
2014 Q3	$146K	Sell	10,000 -788	-7%	-$11.9K	﹤0.01%	4235
2014 Q2	$168K	Buy	10,788 +788	+8%	+$12.2K	﹤0.01%	4419
2014 Q1	$153K	Sell	10,000 -2,005	-17%	-$30.6K	﹤0.01%	4432
2013 Q4	$184K	Sell	12,005 -2,580	-18%	-$38.9K	﹤0.01%	4360
2013 Q3	$228K	Sell	14,585 -3,219	-18%	-$48.7K	﹤0.01%	3906
2013 Q2	$284K	Buy	+17,804	New	+$300K	﹤0.01%	3657

Other funds holding EVV

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

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

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Credit Suisse's EVV Position: Q1 2024 in Review

Credit Suisse reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 30% in Q1 2024, selling an estimated $147K and leaving 35,000 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #2785.

Credit Suisse first reported a position in EVV in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.35M in Q1 2023. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

Credit Suisse held 35,000 shares of Eaton Vance Limited Duration Income Fund worth $341K as of Q1 2024.
Credit Suisse sold 15,000 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $147K.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Credit Suisse's portfolio in Q1 2024, its #2785 holding.
Credit Suisse first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 18 quarters since.
Credit Suisse's Eaton Vance Limited Duration Income Fund position peaked at $3.35M in Q1 2023.
153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on Credit Suisse's 13F filing for Q1 2024, filed 10 May 2024.