Lido Advisors
EVV

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
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% +$99.9K ﹤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

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

Lido Advisors's EVV Position: Q2 2026 in Review

Lido Advisors increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 36% in Q2 2026, buying an estimated $234K and bringing the position to 93,644 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Lido Advisors first reported a position in EVV in Q4 2023 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Lido Advisors held 93,644 shares of Eaton Vance Limited Duration Income Fund worth $877K as of Q2 2026.
  • Lido Advisors bought 25,018 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $234K.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1155 holding.
  • Lido Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2023 and has held it in 11 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.