EP Wealth Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

EP Wealth Advisors’s Portfolio EVG Stock Details EVG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10,380	Closed	-$114K	–	1440
2025 Q1	$114K	Sell	10,380 -8,975	-46%	-$99.1K	﹤0.01%	1229
2024 Q4	$211K	Hold	19,355	–	–	﹤0.01%	1048
2024 Q3	$216K	Buy	19,355 +180	+0.9%	+$1.99K	﹤0.01%	1004
2024 Q2	$207K	Hold	19,175	–	–	﹤0.01%	752
2024 Q1	$202K	Hold	19,175	–	–	﹤0.01%	734
2023 Q4	$199K	Hold	19,175	–	–	﹤0.01%	720
2023 Q3	$199K	Buy	+19,175	New	+$193K	﹤0.01%	670

Other funds holding EVG

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

EP Wealth Advisors's EVG Position: Q2 2025 in Review

EP Wealth Advisors sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2025, closing a stake of 10,380 shares — an estimated $114K sold.

EP Wealth Advisors first reported a position in EVG in Q3 2023 and held it in 7 quarters. The position peaked at $216K in Q3 2024. 42 funds tracked by Wall St. Rank hold EVG as of Q2 2025.

EP Wealth Advisors reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2025 after selling out during the quarter.
EP Wealth Advisors sold 10,380 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2025, an estimated $114K.
EP Wealth Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q3 2023 and held it in 7 quarters.
EP Wealth Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $216K in Q3 2024.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.