Cresset Asset Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cresset Asset Management’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	$135K	Hold	14,400	–	–	﹤0.01%	1643
2026 Q1	$136K	Hold	14,400	–	–	﹤0.01%	1515
2025 Q4	$143K	Hold	14,400	–	–	﹤0.01%	1540
2025 Q3	$146K	Hold	14,400	–	–	﹤0.01%	1458
2025 Q2	$148K	Hold	14,400	–	–	﹤0.01%	1333
2025 Q1	$144K	Hold	14,400	–	–	﹤0.01%	1578
2024 Q4	$141K	Hold	14,400	–	–	﹤0.01%	1602
2024 Q3	$151K	Hold	14,400	–	–	﹤0.01%	2002
2024 Q2	$140K	Hold	14,400	–	–	﹤0.01%	1926
2024 Q1	$140K	Hold	14,400	–	–	﹤0.01%	1813
2023 Q4	$138K	Hold	14,400	–	–	﹤0.01%	1734
2023 Q3	$130K	Hold	14,400	–	–	﹤0.01%	1684
2023 Q2	$135K	Hold	14,400	–	–	﹤0.01%	1788
2023 Q1	$142K	Hold	14,400	–	–	﹤0.01%	761
2022 Q4	$133	Hold	14,400	–	–	﹤0.01%	730
2022 Q3	$133K	Hold	14,400	–	–	﹤0.01%	822
2022 Q2	$149K	Buy	+14,400	New	+$154K	﹤0.01%	861

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

Cresset Asset Management's EVV Position: Q2 2026 in Review

Cresset Asset Management held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 14,400 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1643.

Cresset Asset Management first reported a position in EVV in Q2 2022 and has held it in 17 quarters since. The position peaked at $151K in Q3 2024. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Cresset Asset Management held 14,400 shares of Eaton Vance Limited Duration Income Fund worth $135K as of Q2 2026.
Cresset Asset Management left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1643 holding.
Cresset Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2022 and has held it in 17 quarters since.
Cresset Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $151K in Q3 2024.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.