KIG
EVG

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 $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2B AUM 19.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return