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
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 $1.66T AUM 25.57% 1-Year Est. Return
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
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
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return