LCM
EVG

Landscape Capital Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Landscape Capital Management’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
-13,412
Closed -$142K – 766
2024
Q1 		$142K Sell
13,412
-8,240
-38% -$87.4K 0.01% 643
2023
Q4 		$225K Buy
+21,652
New +$219K 0.02% 661
2023
Q3 		– Sell
-22,712
Closed -$223K – 554
2023
Q2 		$223K Buy
+22,712
New +$223K 0.03% 376
2022
Q3 		– Sell
-17,832
Closed -$192K – 999
2022
Q2 		$192K Buy
+17,832
New +$191K 0.03% 624
2020
Q4 		– Sell
-17,359
Closed -$199K – 382
2020
Q3 		$199K Buy
+17,359
New +$198K 0.04% 230
2019
Q2 		– Sell
-33,914
Closed -$440K – 668
2019
Q1 		$440K Buy
33,914
+9,601
+39% +$123K 0.04% 444
2018
Q4 		$303K Sell
24,313
-1,826
-7% -$23.2K 0.02% 644
2018
Q3 		$337K Buy
26,139
+943
+4% +$12.2K 0.02% 523
2018
Q2 		$328K Buy
+25,196
New +$335K 0.03% 368
2016
Q2 		– Sell
-12,153
Closed -$162K – 571
2016
Q1 		$162K Sell
12,153
-18,004
-60% -$235K 0.02% 522
2015
Q4 		$404K Buy
30,157
+1,779
+6% +$23.6K 0.05% 579
2015
Q3 		$375K Buy
28,378
+12,298
+76% +$168K 0.05% 406
2015
Q2 		$223K Buy
+16,080
New +$233K 0.04% 575
2015
Q1 		– Sell
-14,826
Closed -$210K – 561
2014
Q4 		$210K Buy
+14,826
New +$214K 0.1% 388

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $570B AUM 27.57% 1-Year Est. Return

Landscape Capital Management's EVG Position: Q2 2024 in Review

Landscape Capital Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2024, closing a stake of 13,412 shares — an estimated $142K sold.

Landscape Capital Management first reported a position in EVG in Q4 2014 and held it in 14 quarters. The position peaked at $440K in Q1 2019. 43 funds tracked by Wall St. Rank hold EVG as of Q2 2024.

  • Landscape Capital Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2024 after selling out during the quarter.
  • Landscape Capital Management sold 13,412 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2024, an estimated $142K.
  • Landscape Capital Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2014 and held it in 14 quarters.
  • Landscape Capital Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $440K in Q1 2019.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2024.

Based on Landscape Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.