Jeff Yass’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Jeff Yass’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	–	Sell	-14,322	Closed	-$153K	–	13677
2026 Q1	$153K	Buy	+14,322	New	+$156K	﹤0.01%	11974
2025 Q4	–	Sell	-19,192	Closed	-$217K	–	12675
2025 Q3	$217K	Sell	19,192 -12,148	-39%	-$136K	﹤0.01%	10812
2025 Q2	$346K	Buy	+31,340	New	+$338K	﹤0.01%	10024
2025 Q1	–	Sell	-21,502	Closed	-$235K	–	12733
2024 Q4	$235K	Buy	+21,502	New	+$240K	﹤0.01%	10357
2020 Q2	–	Sell	-12,515	Closed	-$137K	–	10310
2020 Q1	$137K	Buy	+12,515	New	+$159K	﹤0.01%	9070
2013 Q3	–	Sell	-59,108	Closed	-$956K	–	8474
2013 Q2	$956K	Buy	+59,108	New	+$993K	﹤0.01%	5066

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

Jeff Yass's EVG Position: Q2 2026 in Review

Jeff Yass sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2026, closing a stake of 14,322 shares — an estimated $153K sold.

Jeff Yass first reported a position in EVG in Q2 2013 and held it in 6 quarters. The position peaked at $956K in Q2 2013. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

Jeff Yass reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2026 after selling out during the quarter.
Jeff Yass sold 14,322 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $153K.
Jeff Yass first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2013 and held it in 6 quarters.
Jeff Yass's Eaton Vance Short Duration Diversified Income Fund position peaked at $956K in Q2 2013.
41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.