David Shaw’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

David Shaw’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

David Shaw's EVV Position: Q1 2023 in Review

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

David Shaw 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.

David Shaw reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
David Shaw sold 22,500 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $211K.
David Shaw first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2020 and held it in 12 quarters.
David Shaw'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.