Fidelity Investments
EVV

Fidelity Investments’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Fidelity Investments’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
Q1 		– Sell
-2
Closed -$20 – 5413
2024
Q4 		$20 Buy
+2
New +$20 ﹤0.01% 5371
2024
Q2 		– Sell
-1
Closed -$10 – 5450
2024
Q1 		$10 Buy
+1
New +$10 ﹤0.01% 5260
2023
Q3 		– Sell
-1
Closed -$9 – 5355
2023
Q2 		$9 Buy
+1
New +$9 ﹤0.01% 5278
2023
Q1 		– Sell
-2
Closed -$19 – 5359
2022
Q4 		$19 Buy
2
+1
+100% +$10 ﹤0.01% 5139
2022
Q3 		$0 Hold
1
– – ﹤0.01% 5012
2022
Q2 		$0 Sell
1
-2
-67% -$21 ﹤0.01% 5072
2022
Q1 		$0 Buy
3
+1
+50% +$12 ﹤0.01% 5116
2021
Q4 		$0 Buy
2
+1
+100% +$13 ﹤0.01% 4519
2021
Q3 		$0 Buy
+1
New +$13 ﹤0.01% 4542
2021
Q1 		– Sell
-2
Closed – – 4132
2020
Q4 		$0 Buy
+2
New +$24 ﹤0.01% 3959
2020
Q3 		– Sell
-1
Closed – – 3764
2020
Q2 		$0 Hold
1
– – ﹤0.01% 3738
2020
Q1 		$0 Buy
+1
New +$12 ﹤0.01% 3787
2019
Q4 		– Sell
-1
Closed – – 3907
2019
Q3 		$0 Hold
1
– – ﹤0.01% 3892
2019
Q2 		$0 Hold
1
– – ﹤0.01% 3853
2019
Q1 		$0 Buy
+1
New +$12 ﹤0.01% 3758
2018
Q4 		– Sell
-2
Closed – – 3666
2018
Q3 		$0 Buy
+2
New +$25 ﹤0.01% 3584

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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity Investments's EVV Position: Q1 2025 in Review

Fidelity Investments sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2025, closing a stake of 2 shares — an estimated $20 sold.

Fidelity Investments first reported a position in EVV in Q3 2018 and held it in 16 quarters. The position peaked at $20 in Q4 2024. 151 funds tracked by Wall St. Rank hold EVV as of Q1 2025.

  • Fidelity Investments reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2025 after selling out during the quarter.
  • Fidelity Investments sold 2 Eaton Vance Limited Duration Income Fund shares in Q1 2025, an estimated $20.
  • Fidelity Investments first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2018 and held it in 16 quarters.
  • Fidelity Investments's Eaton Vance Limited Duration Income Fund position peaked at $20 in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.