EE
EVV

EWG Elevate’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

EWG Elevate’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
2023
Q1 		– Sell
-3,758
Closed -$35.3K – 273
2022
Q4 		$35.3K Buy
+3,758
New +$36.3K 0.02% 208
2022
Q1 		– Sell
-164,790
Closed -$2.16M – 97
2021
Q4 		$2.16M Buy
164,790
+8,660
+6% +$114K 1.06% 27
2021
Q3 		$2.06M Buy
156,130
+8,028
+5% +$107K 0.85% 32
2021
Q2 		$1.96M Buy
148,102
+9,362
+7% +$121K 0.76% 29
2021
Q1 		$1.75M Buy
138,740
+2,416
+2% +$30.4K 0.78% 30
2020
Q4 		$1.71M Buy
136,324
+66,250
+95% +$798K 0.79% 33
2020
Q3 		$793K Sell
70,074
-1,372
-2% -$15.9K 0.46% 37
2020
Q2 		$805K Buy
+71,446
New +$778K 0.54% 34
2020
Q1 		– Sell
-57,137
Closed -$757K – 62
2019
Q4 		$757K Buy
+57,137
New +$732K 0.41% 45

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIG
Kennedy Investment Group West Depford, New Jersey $295M AUM 31.26% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

EWG Elevate's EVV Position: Q1 2023 in Review

EWG Elevate sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2023, closing a stake of 3,758 shares — an estimated $35.3K sold.

EWG Elevate first reported a position in EVV in Q4 2019 and held it in 9 quarters. The position peaked at $2.16M in Q4 2021. 154 funds tracked by Wall St. Rank hold EVV as of Q1 2023.

  • EWG Elevate reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2023 after selling out during the quarter.
  • EWG Elevate sold 3,758 Eaton Vance Limited Duration Income Fund shares in Q1 2023, an estimated $35.3K.
  • EWG Elevate first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2019 and held it in 9 quarters.
  • EWG Elevate's Eaton Vance Limited Duration Income Fund position peaked at $2.16M in Q4 2021.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.