Mendel Capital Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Mendel Capital Management’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	$257K	Buy	+27,242	New	+$266K	0.13%	86
2025 Q3	$277K	Hold	27,242	–	–	0.15%	80
2025 Q2	$280K	Sell	27,242 -5,908	-18%	-$58.4K	0.16%	79
2025 Q1	$331K	Hold	33,150	–	–	0.2%	77
2024 Q4	$324K	Hold	33,150	–	–	0.2%	76
2024 Q3	$348K	Hold	33,150	–	–	0.21%	77
2024 Q2	$323K	Hold	33,150	–	–	0.21%	76
2024 Q1	$323K	Buy	+33,150	New	+$324K	0.21%	76

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mendel Capital Management's EVV Position: Q1 2026 in Review

Mendel Capital Management opened a new position in Eaton Vance Limited Duration Income Fund (EVV) in Q1 2026: 27,242 shares worth $257K. The stake represents 0.13% of the portfolio and ranks #86 among its holdings. This is a return to the name: Mendel Capital Management previously reported a position in EVV as recently as Q3 2025.

Mendel Capital Management first reported a position in EVV in Q1 2024 and has held it in 8 quarters since. The position peaked at $348K in Q3 2024. 136 funds tracked by Wall St. Rank hold EVV as of Q1 2026.

Mendel Capital Management held 27,242 shares of Eaton Vance Limited Duration Income Fund worth $257K as of Q1 2026.
Eaton Vance Limited Duration Income Fund was a new Mendel Capital Management position in Q1 2026.
Eaton Vance Limited Duration Income Fund made up 0.13% of Mendel Capital Management's portfolio in Q1 2026, its #86 holding.
Mendel Capital Management first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2024 and has held it in 8 quarters since.
Mendel Capital Management's Eaton Vance Limited Duration Income Fund position peaked at $348K in Q3 2024.
136 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2026.

Based on Mendel Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.