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
Q2 		$0 Hold
42
– – ﹤0.01% 196
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 $1.89T 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

Horizon Bancorp's EVV Position: Q2 2026 in Review

Horizon Bancorp held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 42 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Horizon Bancorp first reported a position in EVV in Q3 2023 and has held it in 12 quarters since. The position peaked at $6K in Q3 2023. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Horizon Bancorp held 42 shares of Eaton Vance Limited Duration Income Fund worth $0 as of Q2 2026.
  • Horizon Bancorp left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Horizon Bancorp's portfolio in Q2 2026, its #196 holding.
  • Horizon Bancorp first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Horizon Bancorp's Eaton Vance Limited Duration Income Fund position peaked at $6K in Q3 2023.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Horizon Bancorp's 13F filing for Q2 2026, filed 4 Aug 2026.