KIG
EVV

Kennedy Investment Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Kennedy Investment Group’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 		$1.04M Sell
111,452
-9,003
-7% -$84.3K 0.35% 64
2026
Q1 		$1.14M Sell
120,455
-16,361
-12% -$160K 0.45% 53
2025
Q4 		$1.36M Sell
136,816
-58,422
-30% -$586K 0.51% 47
2025
Q3 		$1.98M Sell
195,238
-124,172
-39% -$1.27M 0.79% 28
2025
Q2 		$3.28M Sell
319,410
-251,247
-44% -$2.48M 1.39% 15
2025
Q1 		$5.7M Sell
570,657
-39,203
-6% -$397K 2.64% 9
2024
Q4 		$5.96M Sell
609,860
-11,911
-2% -$122K 2.7% 7
2024
Q3 		$6.53M Buy
621,771
+333
+0.1% +$3.35K 3.01% 7
2024
Q2 		$6.05M Sell
621,438
-12,741
-2% -$123K 3.07% 5
2024
Q1 		$6.18M Buy
634,179
+3,562
+0.6% +$34.8K 3.3% 4
2023
Q4 		$6.04M Buy
630,617
+9,200
+1% +$83.8K 3.38% 4
2023
Q3 		$5.62M Buy
621,417
+3,050
+0.5% +$28.4K 3.38% 4
2023
Q2 		$5.79M Buy
618,367
+15,172
+3% +$141K 3.39% 4
2023
Q1 		$5.94M Buy
603,195
+16,445
+3% +$165K 3.63% 4
2022
Q4 		$5.51M Buy
+586,750
New +$5.67M 3.51% 3

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

Kennedy Investment Group's EVV Position: Q2 2026 in Review

Kennedy Investment Group reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 7.5% in Q2 2026, selling an estimated $84.3K and leaving 111,452 shares worth $1.04M. The position accounts for 0.35% of the portfolio, ranked #64.

Kennedy Investment Group first reported a position in EVV in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.53M in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Kennedy Investment Group held 111,452 shares of Eaton Vance Limited Duration Income Fund worth $1.04M as of Q2 2026.
  • Kennedy Investment Group sold 9,003 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $84.3K.
  • Eaton Vance Limited Duration Income Fund made up 0.35% of Kennedy Investment Group's portfolio in Q2 2026, its #64 holding.
  • Kennedy Investment Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and has held it in 15 quarters since.
  • Kennedy Investment Group's Eaton Vance Limited Duration Income Fund position peaked at $6.53M in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.