LP
EVG

Lloyd Park’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Lloyd Park’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
2022
Q3 		$159K Sell
16,185
-8,584
-35% -$93.9K 0.2% 72
2022
Q2 		$266K Buy
+24,769
New +$266K 0.28% 66

Other funds holding EVG

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.59B AUM 31.63% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Lloyd Park's EVG Position: Q3 2022 in Review

Lloyd Park reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 35% in Q3 2022, selling an estimated $93.9K and leaving 16,185 shares worth $159K. The position accounts for 0.2% of the portfolio, ranked #72.

Lloyd Park first reported a position in EVG in Q2 2022 and has held it in 2 quarters since. The position peaked at $266K in Q2 2022. 42 funds tracked by Wall St. Rank hold EVG as of Q3 2022.

  • Lloyd Park held 16,185 shares of Eaton Vance Short Duration Diversified Income Fund worth $159K as of Q3 2022.
  • Lloyd Park sold 8,584 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2022, an estimated $93.9K.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.2% of Lloyd Park's portfolio in Q3 2022, its #72 holding.
  • Lloyd Park first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2022 and has held it in 2 quarters since.
  • Lloyd Park's Eaton Vance Short Duration Diversified Income Fund position peaked at $266K in Q2 2022.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.