JY
EVV

Jeff Yass’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Jeff Yass’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 		$662K Buy
70,602
+16,837
+31% +$158K ﹤0.01% 9242
2026
Q1 		$508K Buy
53,765
+13,603
+34% +$133K ﹤0.01% 9624
2025
Q4 		$398K Sell
40,162
-21,522
-35% -$216K ﹤0.01% 9303
2025
Q3 		$626K Buy
61,684
+39,664
+180% +$405K ﹤0.01% 8455
2025
Q2 		$226K Sell
22,020
-15,146
-41% -$150K ﹤0.01% 10955
2025
Q1 		$371K Sell
37,166
-15,666
-30% -$159K ﹤0.01% 9588
2024
Q4 		$516K Buy
+52,832
New +$540K ﹤0.01% 8585
2023
Q4 		– Sell
-24,391
Closed -$220K – 12591
2023
Q3 		$220K Sell
24,391
-32,206
-57% -$299K ﹤0.01% 10024
2023
Q2 		$530K Buy
56,597
+45,606
+415% +$424K ﹤0.01% 8180
2023
Q1 		$108K Sell
10,991
-44,845
-80% -$450K ﹤0.01% 11232
2022
Q4 		$524K Buy
55,836
+32,462
+139% +$314K ﹤0.01% 7741
2022
Q3 		$215K Buy
23,374
+12,611
+117% +$132K ﹤0.01% 10657
2022
Q2 		$111K Buy
+10,763
New +$115K ﹤0.01% 11376
2021
Q2 		– Sell
-10,203
Closed -$129K – 12726
2021
Q1 		$129K Buy
+10,203
New +$128K ﹤0.01% 11734
2020
Q4 		– Sell
-12,154
Closed -$137K – 11173
2020
Q3 		$137K Buy
+12,154
New +$141K ﹤0.01% 9742
2019
Q3 		– Sell
-13,972
Closed -$177K – 10333
2019
Q2 		$177K Buy
+13,972
New +$177K ﹤0.01% 9235
2019
Q1 		– Sell
-307,806
Closed -$3.67M – 9098
2018
Q4 		$3.67M Buy
307,806
+112,098
+57% +$1.37M ﹤0.01% 2650
2018
Q3 		$2.48M Buy
195,708
+74,058
+61% +$939K ﹤0.01% 3655
2018
Q2 		$1.53M Buy
121,650
+78,262
+180% +$1M ﹤0.01% 4505
2018
Q1 		$565K Buy
43,388
+26,599
+158% +$352K ﹤0.01% 6380
2017
Q4 		$229K Sell
16,789
-44,773
-73% -$615K ﹤0.01% 8033
2017
Q3 		$864K Buy
+61,562
New +$862K ﹤0.01% 5537
2016
Q4 		– Sell
-19,892
Closed -$273K – 9704
2016
Q3 		$273K Buy
+19,892
New +$272K ﹤0.01% 7084
2016
Q1 		– Sell
-649,669
Closed -$8.29M – 9160
2015
Q4 		$8.29M Buy
649,669
+1,837
+0.3% +$23.6K ﹤0.01% 1943
2015
Q3 		$8.21M Buy
+647,832
New +$8.63M ﹤0.01% 2056

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

Jeff Yass's EVV Position: Q2 2026 in Review

Jeff Yass increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 31% in Q2 2026, buying an estimated $158K and bringing the position to 70,602 shares worth $662K. The position accounts for ﹤0.01% of the portfolio, ranked #9242.

Jeff Yass first reported a position in EVV in Q3 2015 and has held it in 25 quarters since. The position peaked at $8.29M in Q4 2015. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Jeff Yass held 70,602 shares of Eaton Vance Limited Duration Income Fund worth $662K as of Q2 2026.
  • Jeff Yass bought 16,837 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $158K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9242 holding.
  • Jeff Yass first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2015 and has held it in 25 quarters since.
  • Jeff Yass's Eaton Vance Limited Duration Income Fund position peaked at $8.29M in Q4 2015.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

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