Dudley Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Dudley Capital Management’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	$159K	Sell	17,000 -383	-2%	-$3.58K	0.06%	145
2026 Q1	$164K	Hold	17,383	–	–	0.07%	134
2025 Q4	$172K	Hold	17,383	–	–	0.07%	131
2025 Q3	$176K	Sell	17,383 -750	-4%	-$7.65K	0.08%	129
2025 Q2	$186K	Hold	18,133	–	–	0.09%	121
2025 Q1	$181K	Hold	18,133	–	–	0.09%	123
2024 Q4	$177K	Hold	18,133	–	–	0.09%	121
2024 Q3	$191K	Hold	18,133	–	–	0.1%	119
2024 Q2	$177K	Hold	18,133	–	–	0.1%	110
2024 Q1	$176K	Hold	18,133	–	–	0.1%	106
2023 Q4	$174K	Sell	18,133 -350	-2%	-$3.19K	0.11%	104
2023 Q3	$167K	Hold	18,483	–	–	0.12%	95
2023 Q2	$173K	Hold	18,483	–	–	0.12%	101
2023 Q1	$182K	Sell	18,483 -150	-0.8%	-$1.51K	0.12%	103
2022 Q4	$175K	Buy	+18,633	New	+$180K	0.12%	105

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Dudley Capital Management's EVV Position: Q2 2026 in Review

Dudley Capital Management reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 2.2% in Q2 2026, selling an estimated $3.58K and leaving 17,000 shares worth $159K. The position accounts for 0.06% of the portfolio, ranked #145.

Dudley Capital Management first reported a position in EVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $191K in Q3 2024. 144 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Dudley Capital Management held 17,000 shares of Eaton Vance Limited Duration Income Fund worth $159K as of Q2 2026.
Dudley Capital Management sold 383 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $3.58K.
Eaton Vance Limited Duration Income Fund made up 0.06% of Dudley Capital Management's portfolio in Q2 2026, its #145 holding.
Dudley Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and has held it in 15 quarters since.
Dudley Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $191K in Q3 2024.
144 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.