EH
EVV

Equitable Holdings’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Equitable Holdings’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 		– Sell
-12,100
Closed -$121K – 1466
2025
Q1 		$121K Buy
+12,100
New +$122K ﹤0.01% 1289
2024
Q4 		– Sell
-10,901
Closed -$115K – 1295
2024
Q3 		$115K Buy
+10,901
New +$110K ﹤0.01% 1226

Other funds holding EVV

Morgan Stanley
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
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Equitable Holdings's EVV Position: Q2 2025 in Review

Equitable Holdings sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 12,100 shares — an estimated $121K sold.

Equitable Holdings first reported a position in EVV in Q3 2024 and held it in 2 quarters. The position peaked at $121K in Q1 2025. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • Equitable Holdings reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • Equitable Holdings sold 12,100 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $121K.
  • Equitable Holdings first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and held it in 2 quarters.
  • Equitable Holdings's Eaton Vance Limited Duration Income Fund position peaked at $121K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Equitable Holdings's 13F filing for Q2 2025, filed 15 Aug 2025.