HighTower Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

HighTower Advisors’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	-12,169	Closed	-$124K	–	3756
2025 Q3	$124K	Sell	12,169 -2,455	-17%	-$25K	﹤0.01%	3497
2025 Q2	$150K	Sell	14,624 -2,020	-12%	-$20K	﹤0.01%	3384
2025 Q1	$166K	Sell	16,644 -714	-4%	-$7.23K	﹤0.01%	3246
2024 Q4	$170K	Sell	17,358 -5,743	-25%	-$58.7K	﹤0.01%	3247
2024 Q3	$243K	Sell	23,101 -3,587	-13%	-$36.1K	﹤0.01%	2982
2024 Q2	$261K	Sell	26,688 -17,837	-40%	-$172K	﹤0.01%	2826
2024 Q1	$435K	Sell	44,525 -781	-2%	-$7.63K	﹤0.01%	2371
2023 Q4	$431K	Sell	45,306 -2,639	-6%	-$24K	﹤0.01%	2424
2023 Q3	$432K	Sell	47,945 -490	-1%	-$4.56K	﹤0.01%	2328
2023 Q2	$453K	Sell	48,435 -15,082	-24%	-$140K	﹤0.01%	2272
2023 Q1	$626K	Sell	63,517 -2,055	-3%	-$20.6K	﹤0.01%	1958
2022 Q4	$615K	Sell	65,572 -52	-0.1%	-$502	﹤0.01%	1982
2022 Q3	$606K	Buy	65,624 +41	+0.1%	+$429	﹤0.01%	1903
2022 Q2	$677K	Buy	65,583 +852	+1%	+$9.12K	﹤0.01%	1871
2022 Q1	$758K	Sell	64,731 -5,141	-7%	-$62K	﹤0.01%	1919
2021 Q4	$915K	Buy	69,872 +493	+0.7%	+$6.49K	﹤0.01%	1812
2021 Q3	$915K	Buy	69,379 +577	+0.8%	+$7.66K	﹤0.01%	1707
2021 Q2	$915K	Sell	68,802 -2,356	-3%	-$30.4K	﹤0.01%	1686
2021 Q1	$896K	Sell	71,158 -5,186	-7%	-$65.2K	﹤0.01%	1637
2020 Q4	$960K	Sell	76,344 -3,235	-4%	-$39K	﹤0.01%	1280
2020 Q3	$901K	Buy	79,579 +7,140	+10%	+$82.5K	﹤0.01%	1264
2020 Q2	$817K	Sell	72,439 -19,736	-21%	-$215K	﹤0.01%	1209
2020 Q1	$974K	Sell	92,175 -25,733	-22%	-$319K	0.01%	1016
2019 Q4	$1.56M	Sell	117,908 -24,776	-17%	-$318K	0.01%	941
2019 Q3	$1.79M	Sell	142,684 -26,246	-16%	-$330K	0.01%	922
2019 Q2	$2.13M	Sell	168,930 -7,920	-4%	-$100K	0.01%	872
2019 Q1	$2.23M	Sell	176,850 -21,567	-11%	-$269K	0.01%	805
2018 Q4	$2.37M	Sell	198,417 -24,403	-11%	-$298K	0.02%	700
2018 Q3	$2.82M	Sell	222,820 -31,040	-12%	-$393K	0.02%	719
2018 Q2	$3.19M	Sell	253,860 -44,877	-15%	-$576K	0.03%	663
2018 Q1	$3.89M	Buy	298,737 +98	+0%	+$1.3K	0.03%	551
2017 Q4	$4.08M	Sell	298,639 -6,857	-2%	-$94.2K	0.03%	555
2017 Q3	$4.28M	Buy	305,496 +11,439	+4%	+$160K	0.04%	514
2017 Q2	$4.15M	Buy	294,057 +2,591	+0.9%	+$36.2K	0.04%	523
2017 Q1	$4.03M	Buy	291,466 +11,680	+4%	+$163K	0.04%	500
2016 Q4	$3.84M	Buy	279,786 +17,266	+7%	+$231K	0.04%	484
2016 Q3	$3.6M	Buy	262,520 +26,201	+11%	+$358K	0.04%	470
2016 Q2	$3.18M	Buy	236,319 +8,615	+4%	+$114K	0.04%	477
2016 Q1	$3M	Buy	227,704 +19,701	+9%	+$246K	0.04%	561
2015 Q4	$2.65M	Buy	208,003 +14,298	+7%	+$183K	0.03%	522
2015 Q3	$2.46M	Buy	193,705 +35,748	+23%	+$476K	0.03%	546
2015 Q2	$2.13M	Buy	157,957 +7,262	+5%	+$103K	0.03%	522
2015 Q1	$2.17M	Buy	150,695 +9,153	+6%	+$130K	0.03%	557
2014 Q4	$2M	Sell	141,542 -3,101	-2%	-$44.4K	0.03%	582
2014 Q3	$2.11M	Sell	144,643 -156	-0.1%	-$2.35K	0.04%	537
2014 Q2	$2.26M	Buy	144,799 +4,810	+3%	+$74.3K	0.04%	529
2014 Q1	$2.13M	Buy	139,989 +11,072	+9%	+$169K	0.04%	495
2013 Q4	$1.97M	Buy	128,917 +857	+0.7%	+$12.9K	0.04%	468
2013 Q3	$2M	Buy	128,060 +3,589	+3%	+$54.3K	0.05%	414
2013 Q2	$1.99M	Buy	+124,471	New	+$2.1M	0.05%	397