HB
EVV

Horizon Bancorp’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Horizon Bancorp’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 		$0 Hold
42
– – ﹤0.01% 201
2025
Q4 		$1K Hold
42
– – ﹤0.01% 177
2025
Q3 		$0 Hold
42
– – ﹤0.01% 195
2025
Q2 		$1K Hold
42
– – ﹤0.01% 198
2025
Q1 		$0 Hold
42
– – ﹤0.01% 182
2024
Q4 		$0 Sell
42
-71
-63% -$725 ﹤0.01% 201
2024
Q3 		$1K Sell
113
-46
-29% -$462 ﹤0.01% 212
2024
Q2 		$1K Sell
159
-219
-58% -$2.12K ﹤0.01% 216
2024
Q1 		$4K Sell
378
-122
-24% -$1.19K ﹤0.01% 215
2023
Q4 		$5K Sell
500
-125
-20% -$1.14K ﹤0.01% 213
2023
Q3 		$6K Buy
+625
New +$5.81K ﹤0.01% 205

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 $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $666B AUM 30.12% 1-Year Est. Return

Horizon Bancorp's EVV Position: Q1 2026 in Review

Horizon Bancorp held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q1 2026 at 42 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Horizon Bancorp first reported a position in EVV in Q3 2023 and has held it in 11 quarters since. The position peaked at $6K in Q3 2023. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

  • Horizon Bancorp held 42 shares of Eaton Vance Limited Duration Income Fund worth $0 as of Q1 2026.
  • Horizon Bancorp left its Eaton Vance Limited Duration Income Fund share count unchanged in Q1 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Horizon Bancorp's portfolio in Q1 2026, its #201 holding.
  • Horizon Bancorp first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and has held it in 11 quarters since.
  • Horizon Bancorp's Eaton Vance Limited Duration Income Fund position peaked at $6K in Q3 2023.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Horizon Bancorp's 13F filing for Q1 2026, filed 22 Apr 2026.