MG
EVV

Marex Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Marex Group’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 		$557K Buy
+59,440
New +$556K ﹤0.01% 666
2026
Q1 		– Sell
-17,607
Closed -$174K – 1099
2025
Q4 		$174K Buy
+17,607
New +$177K ﹤0.01% 863
2025
Q1 		– Sell
-24,315
Closed -$238K – 736
2024
Q4 		$238K Buy
+24,315
New +$248K ﹤0.01% 503

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

Marex Group's EVV Position: Q2 2026 in Review

Marex Group opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q2 2026: 59,440 shares worth $557K. The stake represents ﹤0.01% of the portfolio and ranks #666 among its holdings. This is a return to the name: Marex Group previously reported a position in EVV as recently as Q4 2025.

Marex Group first reported a position in EVV in Q4 2024 and has held it in 3 quarters since. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Marex Group held 59,440 shares of Eaton Vance Limited Duration Income Fund worth $557K as of Q2 2026.
  • Eaton Vance Limited Duration Income Fund was a new Marex Group position in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Marex Group's portfolio in Q2 2026, its #666 holding.
  • Marex Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and has held it in 3 quarters since.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Marex Group's 13F filing for Q2 2026, filed 14 Aug 2026.