Hazlett, Burt & Watson’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Hazlett, Burt & Watson’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 Q2	$5K	Hold	500	–	–	﹤0.01%	770
2026 Q1	$5K	Hold	500	–	–	﹤0.01%	771
2025 Q4	$5K	Hold	500	–	–	﹤0.01%	780
2025 Q3	$6K	Hold	500	–	–	﹤0.01%	716
2025 Q2	$6K	Hold	500	–	–	﹤0.01%	651
2025 Q1	$5K	Hold	500	–	–	﹤0.01%	648
2024 Q4	$5K	Hold	500	–	–	﹤0.01%	615
2024 Q3	$6K	Hold	500	–	–	﹤0.01%	575
2024 Q2	$5K	Hold	500	–	–	﹤0.01%	586
2024 Q1	$5K	Hold	500	–	–	﹤0.01%	578
2023 Q4	$5K	Hold	500	–	–	﹤0.01%	555
2023 Q3	$5K	Hold	500	–	–	﹤0.01%	561
2023 Q2	$5K	Hold	500	–	–	﹤0.01%	554
2023 Q1	$5K	Hold	500	–	–	﹤0.01%	520
2022 Q4	$5K	Hold	500	–	–	﹤0.01%	515
2022 Q3	$5K	Hold	500	–	–	﹤0.01%	508
2022 Q2	$5K	Hold	500	–	–	﹤0.01%	507
2022 Q1	$6K	Buy	+500	New	+$6.14K	﹤0.01%	507

Other funds holding EVG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hazlett, Burt & Watson's EVG Position: Q2 2026 in Review

Hazlett, Burt & Watson held its Eaton Vance Short Duration Diversified Income Fund (EVG) position steady in Q2 2026 at 500 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Hazlett, Burt & Watson first reported a position in EVG in Q1 2022 and has held it in 18 quarters since. The position peaked at $6K in Q3 2025. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

Hazlett, Burt & Watson held 500 shares of Eaton Vance Short Duration Diversified Income Fund worth $5K as of Q2 2026.
Hazlett, Burt & Watson left its Eaton Vance Short Duration Diversified Income Fund share count unchanged in Q2 2026.
Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #770 holding.
Hazlett, Burt & Watson first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's Eaton Vance Short Duration Diversified Income Fund position peaked at $6K in Q3 2025.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.