IE
EVV

Israel Englander’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Israel Englander’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
-22,000
Closed -$223K – 6119
2025
Q3 		$223K Buy
+22,000
New +$224K ﹤0.01% 5492
2025
Q1 		– Sell
-18,475
Closed -$181K – 6005
2024
Q4 		$181K Sell
18,475
-44,935
-71% -$459K ﹤0.01% 5336
2024
Q3 		$666K Buy
+63,410
New +$637K ﹤0.01% 4594
2022
Q4 		– Sell
-10,520
Closed -$97K – 6686
2022
Q3 		$97K Buy
+10,520
New +$110K ﹤0.01% 5980
2022
Q2 		– Sell
-20,371
Closed -$238K – 7105
2022
Q1 		$238K Buy
+20,371
New +$246K ﹤0.01% 5737
2021
Q4 		– Sell
-27,804
Closed -$366K – 6956
2021
Q3 		$366K Buy
+27,804
New +$369K ﹤0.01% 5642
2019
Q2 		– Sell
-19,051
Closed -$241K – 4151
2019
Q1 		$241K Buy
+19,051
New +$237K ﹤0.01% 3655
2018
Q3 		– Sell
-41,912
Closed -$527K – 4004
2018
Q2 		$527K Buy
41,912
+27,872
+199% +$358K ﹤0.01% 3141
2018
Q1 		$183K Sell
14,040
-107,110
-88% -$1.42M ﹤0.01% 3387
2017
Q4 		$1.65M Buy
+121,150
New +$1.66M ﹤0.01% 2399
2017
Q2 		– Sell
-38,489
Closed -$532K – 3551
2017
Q1 		$532K Buy
38,489
+20,182
+110% +$282K ﹤0.01% 2784
2016
Q4 		$251K Buy
+18,307
New +$245K ﹤0.01% 2989
2015
Q3 		– Sell
-10,879
Closed -$147K – 3521
2015
Q2 		$147K Buy
+10,879
New +$155K ﹤0.01% 3108

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Israel Englander's EVV Position: Q4 2025 in Review

Israel Englander sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2025, closing a stake of 22,000 shares — an estimated $223K sold.

Israel Englander first reported a position in EVV in Q2 2015 and held it in 13 quarters. The position peaked at $1.65M in Q4 2017. 146 funds tracked by Wall St. Rank hold EVV as of Q4 2025.

  • Israel Englander reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2025 after selling out during the quarter.
  • Israel Englander sold 22,000 Eaton Vance Limited Duration Income Fund shares in Q4 2025, an estimated $223K.
  • Israel Englander first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2015 and held it in 13 quarters.
  • Israel Englander's Eaton Vance Limited Duration Income Fund position peaked at $1.65M in Q4 2017.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2025.

Based on Millennium Management's 13F filing for Q4 2025, filed 17 Feb 2026.