Kovitz Investment Group Partners
EVV

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

Kovitz Investment Group Partners’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
2024
Q4 		– Sell
-52,036
Closed -$547K – 1235
2024
Q3 		$547K Buy
+52,036
New +$523K ﹤0.01% 741

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CWP
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Kovitz Investment Group Partners's EVV Position: Q4 2024 in Review

Kovitz Investment Group Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 52,036 shares — an estimated $547K sold.

Kovitz Investment Group Partners first reported a position in EVV in Q3 2024 and held it in 1 quarter. The position peaked at $547K in Q3 2024. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

  • Kovitz Investment Group Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 52,036 Eaton Vance Limited Duration Income Fund shares in Q4 2024, an estimated $547K.
  • Kovitz Investment Group Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2024 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Eaton Vance Limited Duration Income Fund position peaked at $547K in Q3 2024.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2024, filed 14 Feb 2025.