KIG
EVF

Kennedy Investment Group’s Eaton Vance Senior Income Trust EVF Stock Holding History

Kennedy Investment Group’s Portfolio EVF Stock Details EVF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-120,434
Closed -$711K – 124
2023
Q3 		$711K Buy
120,434
+3,469
+3% +$19.6K 0.43% 65
2023
Q2 		$639K Buy
116,965
+3,425
+3% +$18.2K 0.37% 69
2023
Q1 		$607K Buy
113,540
+14,110
+14% +$77.8K 0.37% 71
2022
Q4 		$524K Buy
+99,430
New +$531K 0.33% 74

Other funds holding EVF

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VEA
Virtus ETF Advisers New York $215M AUM 53.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kennedy Investment Group's EVF Position: Q4 2023 in Review

Kennedy Investment Group sold out of Eaton Vance Senior Income Trust (EVF) in Q4 2023, closing a stake of 120,434 shares — an estimated $711K sold.

Kennedy Investment Group first reported a position in EVF in Q4 2022 and held it in 4 quarters. The position peaked at $711K in Q3 2023. 41 funds tracked by Wall St. Rank hold EVF as of Q4 2023.

  • Kennedy Investment Group reported no remaining Eaton Vance Senior Income Trust position as of Q4 2023 after selling out during the quarter.
  • Kennedy Investment Group sold 120,434 Eaton Vance Senior Income Trust shares in Q4 2023, an estimated $711K.
  • Kennedy Investment Group first reported a position in Eaton Vance Senior Income Trust in Q4 2022 and held it in 4 quarters.
  • Kennedy Investment Group's Eaton Vance Senior Income Trust position peaked at $711K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q4 2023.

Based on Kennedy Investment Group's 13F filing for Q4 2023, filed 29 Jan 2024.