FA
EVG

FSA Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

FSA Advisors’s Portfolio EVG Stock Details EVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$312K Sell
29,177
-7,242
-20% -$78.7K 0.21% 147
2025
Q4 		$398K Sell
36,419
-4,677
-11% -$51.7K 0.28% 105
2025
Q3 		$465K Sell
41,096
-1,997
-5% -$22.4K 0.37% 80
2025
Q2 		$475K Buy
43,093
+5,188
+14% +$56K 0.39% 82
2025
Q1 		$416K Buy
+37,905
New +$419K 0.33% 95
2024
Q4 		– Sell
-19,770
Closed -$221K – 152
2024
Q3 		$221K Buy
19,770
+2,072
+12% +$22.9K 0.22% 129
2024
Q2 		$191K Buy
17,698
+1,921
+12% +$20.5K 0.2% 131
2024
Q1 		$167K Buy
+15,777
New +$167K 0.18% 132

Other funds holding EVG

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SIA
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GC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return