LIA
EVG

Luken Investment Analytics’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Luken Investment Analytics’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
2024
Q3 		– Sell
-3,000
Closed -$32.4K – 134
2024
Q2 		$32.4K Buy
+3,000
New +$32.1K 0.02% 96

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Luken Investment Analytics's EVG Position: Q3 2024 in Review

Luken Investment Analytics sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2024, closing a stake of 3,000 shares — an estimated $32.4K sold.

Luken Investment Analytics first reported a position in EVG in Q2 2024 and held it in 1 quarter. The position peaked at $32.4K in Q2 2024. 44 funds tracked by Wall St. Rank hold EVG as of Q3 2024.

  • Luken Investment Analytics reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2024 after selling out during the quarter.
  • Luken Investment Analytics sold 3,000 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2024, an estimated $32.4K.
  • Luken Investment Analytics first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2024 and held it in 1 quarter.
  • Luken Investment Analytics's Eaton Vance Short Duration Diversified Income Fund position peaked at $32.4K in Q2 2024.
  • 44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2024.

Based on Luken Investment Analytics's 13F filing for Q3 2024, filed 29 Oct 2024.