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
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

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SIA
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Ameriprise
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GC
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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