HI
EVV

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

Harbour 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
2026
Q2 		$131K Sell
14,031
-299
-2% -$2.8K ﹤0.01% 1835
2026
Q1 		$135K Buy
14,330
+1,642
+13% +$16K ﹤0.01% 1756
2025
Q4 		$126K Hold
12,688
– – ﹤0.01% 1519
2025
Q3 		$129K Hold
12,688
– – ﹤0.01% 1453
2025
Q2 		$130K Hold
12,688
– – ﹤0.01% 1375
2025
Q1 		$127K Sell
12,688
-1,169
-8% -$11.8K ﹤0.01% 1320
2024
Q4 		$135K Hold
13,857
– – ﹤0.01% 1217
2024
Q3 		$146K Sell
13,857
-698
-5% -$7.01K ﹤0.01% 1151
2024
Q2 		$142K Buy
14,555
+800
+6% +$7.73K ﹤0.01% 1082
2024
Q1 		$134K Sell
13,755
-154
-1% -$1.5K ﹤0.01% 1085
2023
Q4 		$133K Sell
13,909
-574
-4% -$5.23K 0.01% 1022
2023
Q3 		$131K Buy
14,483
+166
+1% +$1.54K 0.01% 940
2023
Q2 		$134K Sell
14,317
-1,758
-11% -$16.3K 0.01% 939
2023
Q1 		$158K Sell
16,075
-2,357
-13% -$23.7K 0.01% 855
2022
Q4 		$173K Sell
18,432
-2,511
-12% -$24.3K 0.01% 786
2022
Q3 		$216K Hold
20,943
– – 0.01% 657
2022
Q2 		$216K Buy
+20,943
New +$224K 0.01% 657
2021
Q4 		$265K Sell
20,202
-8,064
-29% -$106K 0.02% 618
2021
Q3 		$373K Sell
28,266
-57,338
-67% -$761K 0.01% 757
2021
Q2 		$1.14M Sell
85,604
-5,531
-6% -$71.3K 0.04% 427
2021
Q1 		$1.15M Buy
+91,135
New +$1.15M 0.04% 376

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

Harbour Investments's EVV Position: Q2 2026 in Review

Harbour Investments reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 2.1% in Q2 2026, selling an estimated $2.8K and leaving 14,031 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1835.

Harbour Investments first reported a position in EVV in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q1 2021. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Harbour Investments held 14,031 shares of Eaton Vance Limited Duration Income Fund worth $131K as of Q2 2026.
  • Harbour Investments sold 299 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $2.8K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1835 holding.
  • Harbour Investments first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's Eaton Vance Limited Duration Income Fund position peaked at $1.15M in Q1 2021.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.