Cyndeo Wealth Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Cyndeo Wealth Partners’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	$3.79M	Sell	401,237 -35,891	-8%	-$350K	0.2%	123
2025 Q4	$4.33M	Sell	437,128 -5,633	-1%	-$56.5K	0.23%	105
2025 Q3	$4.49M	Sell	442,761 -10,151	-2%	-$104K	0.25%	99
2025 Q2	$4.65M	Sell	452,912 -118,032	-21%	-$1.17M	0.28%	98
2025 Q1	$5.7M	Sell	570,944 -102,350	-15%	-$1.04M	0.37%	84
2024 Q4	$6.58M	Sell	673,294 -102,794	-13%	-$1.05M	0.44%	72
2024 Q3	$8.16M	Hold	776,088	–	–	0.57%	48
2024 Q2	$7.56M	Sell	776,088 -2,979	-0.4%	-$28.8K	0.59%	42
2024 Q1	$7.6M	Buy	779,067 +6,643	+0.9%	+$64.9K	0.63%	40
2023 Q4	$7.4M	Sell	772,424 -35,517	-4%	-$324K	0.68%	34
2023 Q3	$7.3M	Hold	807,941	–	–	0.76%	31
2023 Q2	$7.56M	Buy	807,941 +6,049	+0.8%	+$56.2K	0.79%	32
2023 Q1	$7.9M	Buy	801,892 +479,987	+149%	+$4.82M	0.85%	23
2022 Q4	$3.02M	Buy	+321,905	New	+$3.11M	0.36%	93

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cyndeo Wealth Partners's EVV Position: Q1 2026 in Review

Cyndeo Wealth Partners reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 8.2% in Q1 2026, selling an estimated $350K and leaving 401,237 shares worth $3.79M. The position accounts for 0.2% of the portfolio, ranked #123.

Cyndeo Wealth Partners first reported a position in EVV in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.16M in Q3 2024. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Cyndeo Wealth Partners held 401,237 shares of Eaton Vance Limited Duration Income Fund worth $3.79M as of Q1 2026.
Cyndeo Wealth Partners sold 35,891 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $350K.
Eaton Vance Limited Duration Income Fund made up 0.2% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #123 holding.
Cyndeo Wealth Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and has held it in 14 quarters since.
Cyndeo Wealth Partners's Eaton Vance Limited Duration Income Fund position peaked at $8.16M in Q3 2024.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.