D.E. Shaw & Co’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

D.E. Shaw & Co’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
2023 Q1	–	Sell	-22,500	Closed	-$211K	–	4560
2022 Q4	$211K	Hold	22,500	–	–	﹤0.01%	4224
2022 Q3	$207K	Hold	22,500	–	–	﹤0.01%	4464
2022 Q2	$232K	Hold	22,500	–	–	﹤0.01%	4486
2022 Q1	$263K	Hold	22,500	–	–	﹤0.01%	4717
2021 Q4	$295K	Hold	22,500	–	–	﹤0.01%	4687
2021 Q3	$297K	Hold	22,500	–	–	﹤0.01%	4356
2021 Q2	$298K	Hold	22,500	–	–	﹤0.01%	4281
2021 Q1	$284K	Hold	22,500	–	–	﹤0.01%	3729
2020 Q4	$282K	Hold	22,500	–	–	﹤0.01%	3624
2020 Q3	$254K	Hold	22,500	–	–	﹤0.01%	3522
2020 Q2	$254K	Hold	22,500	–	–	﹤0.01%	3693
2020 Q1	$238K	Buy	+22,500	New	+$279K	﹤0.01%	3576

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

CWP

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

KIG

Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return

D.E. Shaw & Co's EVV Position: Q1 2023 in Review

D.E. Shaw & Co sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 22,500 shares — an estimated $211K sold.

D.E. Shaw & Co first reported a position in EVV in Q1 2020 and held it in 12 quarters. The position peaked at $298K in Q2 2021. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

D.E. Shaw & Co reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
D.E. Shaw & Co sold 22,500 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $211K.
D.E. Shaw & Co first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2020 and held it in 12 quarters.
D.E. Shaw & Co's Eaton Vance Limited Duration Income Fund position peaked at $298K in Q2 2021.
154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on D.E. Shaw & Co's 13F filing for Q1 2023, filed 15 May 2023.