GC
EVV

Gilbert & Cook’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Gilbert & Cook’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
Q4 		– Sell
-10,017
Closed -$102K – 227
2025
Q3 		$102K Hold
10,017
– – 0.01% 208
2025
Q2 		$103K Hold
10,017
– – 0.01% 204
2025
Q1 		$100K Hold
10,017
– – 0.01% 201
2024
Q4 		$97.9K Hold
10,017
– – 0.01% 200
2024
Q3 		$105K Hold
10,017
– – 0.01% 213
2024
Q2 		$97.6K Sell
10,017
-224,936
-96% -$2.17M 0.01% 209
2024
Q1 		$2.29M Buy
234,953
+658
+0.3% +$6.43K 0.31% 27
2023
Q4 		$2.24M Hold
234,295
– – 0.32% 27
2023
Q3 		$2.12M Hold
234,295
– – 0.33% 27
2023
Q2 		$2.19M Buy
234,295
+585
+0.3% +$5.44K 0.35% 23
2023
Q1 		$2.3M Hold
233,710
– – 0.4% 20
2022
Q4 		$2.19M Buy
233,710
+4,533
+2% +$43.8K 0.4% 22
2022
Q3 		$2.21M Buy
229,177
+2,355
+1% +$24.7K 0.49% 21
2022
Q2 		$2.34M Sell
226,822
-76,498
-25% -$819K 0.42% 20
2022
Q1 		$3.55M Hold
303,320
– – 0.57% 17
2021
Q4 		$3.97M Buy
303,320
+151,735
+100% +$2M 0.64% 17
2021
Q3 		$2M Hold
151,585
– – 0.36% 21
2021
Q2 		$2.01M Hold
151,585
– – 0.36% 23
2021
Q1 		$1.92M Buy
+151,585
New +$1.91M 0.38% 22

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gilbert & Cook's EVV Position: Q4 2025 in Review

Gilbert & Cook sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2025, closing a stake of 10,017 shares — an estimated $102K sold.

Gilbert & Cook first reported a position in EVV in Q1 2021 and held it in 19 quarters. The position peaked at $3.97M in Q4 2021. 146 funds tracked by Wall St. Rank hold EVV as of Q4 2025.

  • Gilbert & Cook reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2025 after selling out during the quarter.
  • Gilbert & Cook sold 10,017 Eaton Vance Limited Duration Income Fund shares in Q4 2025, an estimated $102K.
  • Gilbert & Cook first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2021 and held it in 19 quarters.
  • Gilbert & Cook's Eaton Vance Limited Duration Income Fund position peaked at $3.97M in Q4 2021.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2025.

Based on Gilbert & Cook's 13F filing for Q4 2025, filed 7 Jan 2026.