Lido Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Lido Advisors’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 Q3	$679K	Sell	80,368 -13,276	-14%	-$120K	﹤0.01%	1305
2026 Q2	$877K	Buy	93,644 +25,018	+36%	+$234K	﹤0.01%	1155
2026 Q1	$649K	Buy	68,626 +732	+1%	+$7.14K	﹤0.01%	1166
2025 Q4	$680K	Buy	67,894 +38,262	+129%	+$384K	﹤0.01%	1165
2025 Q3	$301K	Buy	29,632 +9,795	+49%	+$100K	﹤0.01%	1491
2025 Q2	$204K	Hold	19,837	–	–	﹤0.01%	1515
2025 Q1	$198K	Hold	19,837	–	–	﹤0.01%	1396
2024 Q4	$194K	Hold	19,837	–	–	﹤0.01%	1391
2024 Q3	$208K	Sell	19,837 -3,541	-15%	-$35.6K	﹤0.01%	1322
2024 Q2	$228K	Buy	23,378 +3,541	+18%	+$34.2K	﹤0.01%	1242
2024 Q1	$193K	Hold	19,837	–	–	﹤0.01%	1266
2023 Q4	$190K	Buy	+19,837	New	+$181K	﹤0.01%	1228

Other funds holding EVV

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Kanen Wealth Management Coconut Creek, Florida $284M AUM 41.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Lido Advisors's EVV Position: Q3 2026 in Review

Lido Advisors reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 14% in Q3 2026, selling an estimated $120K and leaving 80,368 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1305.

Lido Advisors first reported a position in EVV in Q4 2023 and has held it in 12 quarters since. The position peaked at $877K in Q2 2026. 103 funds tracked by Wall St. Rank hold EVV as of Q3 2026.

Lido Advisors held 80,368 shares of Eaton Vance Limited Duration Income Fund worth $679K as of Q3 2026.
Lido Advisors sold 13,276 Eaton Vance Limited Duration Income Fund shares in Q3 2026, an estimated $120K.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #1305 holding.
Lido Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2023 and has held it in 12 quarters since.
Lido Advisors's Eaton Vance Limited Duration Income Fund position peaked at $877K in Q2 2026.
103 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.