CA
EVV

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

Crewe 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
Q1 		$16.9K Buy
1,789
+40
+2% +$390 ﹤0.01% 551
2025
Q4 		$17.3K Buy
1,749
+40
+2% +$401 ﹤0.01% 516
2025
Q3 		$17.3K Buy
1,709
+37
+2% +$377 ﹤0.01% 526
2025
Q2 		$17.2K Buy
1,672
+36
+2% +$356 ﹤0.01% 393
2025
Q1 		$16.3K Buy
1,636
+39
+2% +$395 ﹤0.01% 370
2024
Q4 		$15.6K Buy
1,597
+37
+2% +$378 ﹤0.01% 381
2024
Q3 		$16.4K Buy
1,560
+36
+2% +$362 ﹤0.01% 427
2024
Q2 		$14.8K Buy
1,524
+37
+2% +$358 ﹤0.01% 606
2024
Q1 		$14.5K Buy
1,487
+38
+3% +$371 ﹤0.01% 550
2023
Q4 		$13.9K Buy
1,449
+1
+0.1% +$9 ﹤0.01% 183
2023
Q3 		$13.1K Hold
1,448
– – ﹤0.01% 225
2023
Q2 		$13.6K Hold
1,448
– – ﹤0.01% 376
2023
Q1 		$14.3K Buy
1,448
+3
+0.2% +$30 ﹤0.01% 490
2022
Q4 		$13.6K Buy
1,445
+76
+6% +$734 ﹤0.01% 491
2022
Q3 		$13K Buy
+1,369
New +$14.3K ﹤0.01% 583

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