DI
EVV

Decision Investments’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Decision Investments’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
Q3 		$102K Hold
12,100
– – 0.09% 135
2026
Q2 		$113K Hold
12,100
– – 0.1% 137
2026
Q1 		$114K Sell
12,100
-100
-0.8% -$975 0.13% 124
2025
Q4 		$121K Buy
+12,200
New +$122K 0.13% 117

Other funds holding EVV

CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MCFP
Mallini Complete Financial Planning Gainesville, Florida $143M AUM 6.85% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Decision Investments's EVV Position: Q3 2026 in Review

Decision Investments held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q3 2026 at 12,100 shares worth $102K. The position accounts for 0.09% of the portfolio, ranked #135.

Decision Investments first reported a position in EVV in Q4 2025 and has held it in 4 quarters since. The position peaked at $121K in Q4 2025. 7 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

  • Decision Investments held 12,100 shares of Eaton Vance Limited Duration Income Fund worth $102K as of Q3 2026.
  • Decision Investments left its Eaton Vance Limited Duration Income Fund share count unchanged in Q3 2026.
  • Eaton Vance Limited Duration Income Fund made up 0.09% of Decision Investments's portfolio in Q3 2026, its #135 holding.
  • Decision Investments first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2025 and has held it in 4 quarters since.
  • Decision Investments's Eaton Vance Limited Duration Income Fund position peaked at $121K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on Decision Investments's 13F filing for Q3 2026, filed 7 Oct 2026.