EP Wealth Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

EP Wealth Advisors’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
2025 Q2	$137K	Sell	13,400 -5,200	-28%	-$51.4K	﹤0.01%	1338
2025 Q1	$186K	Sell	18,600 -8,200	-31%	-$83K	﹤0.01%	1152
2024 Q4	$262K	Hold	26,800	–	–	﹤0.01%	933
2024 Q3	$282K	Hold	26,800	–	–	﹤0.01%	884
2024 Q2	$261K	Hold	26,800	–	–	﹤0.01%	690
2024 Q1	$261K	Hold	26,800	–	–	﹤0.01%	668
2023 Q4	$257K	Hold	26,800	–	–	﹤0.01%	668
2023 Q3	$242K	Buy	+26,800	New	+$249K	﹤0.01%	612

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

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

EP Wealth Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 28% in Q2 2025, selling an estimated $51.4K and leaving 13,400 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

EP Wealth Advisors first reported a position in EVV in Q3 2023 and has held it in 8 quarters since. The position peaked at $282K in Q3 2024. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

EP Wealth Advisors held 13,400 shares of Eaton Vance Limited Duration Income Fund worth $137K as of Q2 2025.
EP Wealth Advisors sold 5,200 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $51.4K.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1338 holding.
EP Wealth Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and has held it in 8 quarters since.
EP Wealth Advisors's Eaton Vance Limited Duration Income Fund position peaked at $282K in Q3 2024.
146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

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