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
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 $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return