Kennedy Investment Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Kennedy Investment Group’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
2024 Q2	–	Sell	-13,401	Closed	-$142K	–	120
2024 Q1	$142K	Sell	13,401 -385,470	-97%	-$4.09M	0.08%	116
2023 Q4	$4.14M	Sell	398,871 -24,228	-6%	-$245K	2.31%	8
2023 Q3	$4.39M	Sell	423,099 -7,064	-2%	-$71K	2.64%	7
2023 Q2	$4.22M	Buy	430,163 +176	+0%	+$1.73K	2.47%	8
2023 Q1	$4.49M	Sell	429,987 -263	-0.1%	-$2.76K	2.75%	7
2022 Q4	$4.38M	Buy	+430,250	New	+$4.58M	2.79%	8

Other funds holding EVG

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Kennedy Investment Group's EVG Position: Q2 2024 in Review

Kennedy Investment Group sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2024, closing a stake of 13,401 shares — an estimated $142K sold.

Kennedy Investment Group first reported a position in EVG in Q4 2022 and held it in 6 quarters. The position peaked at $4.49M in Q1 2023. 43 funds tracked by Wall St. Rank hold EVG as of Q2 2024.

Kennedy Investment Group reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2024 after selling out during the quarter.
Kennedy Investment Group sold 13,401 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2024, an estimated $142K.
Kennedy Investment Group first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2022 and held it in 6 quarters.
Kennedy Investment Group's Eaton Vance Short Duration Diversified Income Fund position peaked at $4.49M in Q1 2023.
43 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2024.

Based on Kennedy Investment Group's 13F filing for Q2 2024, filed 18 Jul 2024.