DB
EVV

Dmitry Balyasny’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Dmitry Balyasny’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
Q2 		– Sell
-15,039
Closed -$142K – 3143
2026
Q1 		$142K Buy
+15,039
New +$147K ﹤0.01% 2736

Other funds holding EVV

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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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dmitry Balyasny's EVV Position: Q2 2026 in Review

Dmitry Balyasny sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026, closing a stake of 15,039 shares — an estimated $142K sold.

Dmitry Balyasny first reported a position in EVV in Q1 2026 and held it in 1 quarter. The position peaked at $142K in Q1 2026. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Dmitry Balyasny reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 15,039 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $142K.
  • Dmitry Balyasny first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2026 and held it in 1 quarter.
  • Dmitry Balyasny's Eaton Vance Limited Duration Income Fund position peaked at $142K in Q1 2026.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.