Ken Griffin
EVV

Ken Griffin’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Ken Griffin’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 		– Sell
-253,591
Closed -$2.51M – 13303
2025
Q4 		$2.51M Buy
+253,591
New +$2.54M ﹤0.01% 5498
2025
Q3 		– Sell
-10,744
Closed -$110K – 13107
2025
Q2 		$110K Buy
+10,744
New +$106K ﹤0.01% 11257
2025
Q1 		– Sell
-11,055
Closed -$108K – 14759
2024
Q4 		$108K Buy
+11,055
New +$113K ﹤0.01% 11365
2023
Q4 		– Sell
-10,382
Closed -$93.9K – 14530
2023
Q3 		$93.9K Buy
+10,382
New +$96.5K ﹤0.01% 10981
2023
Q1 		– Sell
-10,353
Closed -$97.2K – 14911
2022
Q4 		$97.2K Buy
+10,353
New +$100K ﹤0.01% 11259
2021
Q4 		– Sell
-510,668
Closed -$6.73M – 14042
2021
Q3 		$6.73M Buy
+510,668
New +$6.78M ﹤0.01% 3750
2020
Q2 		– Sell
-30,328
Closed -$321K – 9961
2020
Q1 		$321K Buy
+30,328
New +$376K ﹤0.01% 7206
2019
Q2 		– Sell
-19,587
Closed -$248K – 9344
2019
Q1 		$248K Sell
19,587
-32,484
-62% -$405K ﹤0.01% 7889
2018
Q4 		$621K Buy
52,071
+32,858
+171% +$401K ﹤0.01% 6070
2018
Q3 		$244K Buy
19,213
+3,775
+24% +$47.8K ﹤0.01% 7912
2018
Q2 		$194K Buy
+15,438
New +$198K ﹤0.01% 7909
2018
Q1 		– Sell
-17,158
Closed -$234K – 8400
2017
Q4 		$234K Buy
+17,158
New +$236K ﹤0.01% 6864
2014
Q3 		– Sell
-10,617
Closed -$165K – 8188
2014
Q2 		$165K Buy
+10,617
New +$164K ﹤0.01% 5765

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 $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $570B AUM 27.57% 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

Ken Griffin's EVV Position: Q1 2026 in Review

Ken Griffin sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026, closing a stake of 253,591 shares — an estimated $2.51M sold.

Ken Griffin first reported a position in EVV in Q2 2014 and held it in 13 quarters. The position peaked at $6.73M in Q3 2021. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

  • Ken Griffin reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2026 after selling out during the quarter.
  • Ken Griffin sold 253,591 Eaton Vance Limited Duration Income Fund shares in Q1 2026, an estimated $2.51M.
  • Ken Griffin first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2014 and held it in 13 quarters.
  • Ken Griffin's Eaton Vance Limited Duration Income Fund position peaked at $6.73M in Q3 2021.
  • 136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.