LNC
EVV

Lincoln National Corp’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Lincoln National Corp’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
2023
Q3 		– Sell
-10,759
Closed -$101K – 1038
2023
Q2 		$101K Buy
+10,759
New +$100K ﹤0.01% 990

Other funds holding EVV

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SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Lincoln National Corp's EVV Position: Q3 2023 in Review

Lincoln National Corp sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2023, closing a stake of 10,759 shares — an estimated $101K sold.

Lincoln National Corp first reported a position in EVV in Q2 2023 and held it in 1 quarter. The position peaked at $101K in Q2 2023. 154 funds tracked by Wall St. Rank hold EVV as of Q3 2023.

  • Lincoln National Corp reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2023 after selling out during the quarter.
  • Lincoln National Corp sold 10,759 Eaton Vance Limited Duration Income Fund shares in Q3 2023, an estimated $101K.
  • Lincoln National Corp first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2023 and held it in 1 quarter.
  • Lincoln National Corp's Eaton Vance Limited Duration Income Fund position peaked at $101K in Q2 2023.
  • 154 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2023.

Based on Lincoln National Corp's 13F filing for Q3 2023, filed 6 Nov 2023.