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Fogel Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Fogel Capital Management’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
-18,000
Closed -$176K – 47
2024
Q4 		$176K Buy
+18,000
New +$184K 0.09% 39

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Fogel Capital Management's EVV Position: Q1 2025 in Review

Fogel Capital Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2025, closing a stake of 18,000 shares — an estimated $176K sold.

Fogel Capital Management first reported a position in EVV in Q4 2024 and held it in 1 quarter. The position peaked at $176K in Q4 2024. 151 funds tracked by Wall St. Rank hold EVV as of Q1 2025.

  • Fogel Capital Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2025 after selling out during the quarter.
  • Fogel Capital Management sold 18,000 Eaton Vance Limited Duration Income Fund shares in Q1 2025, an estimated $176K.
  • Fogel Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 1 quarter.
  • Fogel Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $176K in Q4 2024.
  • 151 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2025.

Based on Fogel Capital Management's 13F filing for Q1 2025, filed 17 Apr 2025.