CAM
EVV

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
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
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 $1.02T AUM 30.18% 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