MJP Associates’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

MJP Associates’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
2024 Q1	–	Sell	-11,806	Closed	-$113K	–	235
2023 Q4	$113K	Buy	+11,806	New	+$108K	0.03%	173
2023 Q3	–	Sell	-10,014	Closed	-$93.7K	–	176
2023 Q2	$93.7K	Buy	+10,014	New	+$93.1K	0.03%	157
2022 Q1	–	Sell	-36,627	Closed	-$482K	–	166
2021 Q4	$482K	Sell	36,627 -2,507	-6%	-$33K	0.14%	79
2021 Q3	$516K	Buy	39,134 +5,468	+16%	+$72.6K	0.17%	69
2021 Q2	$446K	Sell	33,666 -4,389	-12%	-$56.5K	0.15%	80
2021 Q1	$481K	Sell	38,055 -76,712	-67%	-$965K	0.2%	66
2020 Q4	$1.44M	Buy	+114,767	New	+$1.38M	0.61%	29

Other funds holding EVV

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

MJP Associates's EVV Position: Q1 2024 in Review

MJP Associates sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q1 2024, closing a stake of 11,806 shares — an estimated $113K sold.

MJP Associates first reported a position in EVV in Q4 2020 and held it in 7 quarters. The position peaked at $1.44M in Q4 2020. 153 funds tracked by Wall St. Rank hold EVV as of Q1 2024.

MJP Associates reported no remaining Eaton Vance Limited Duration Income Fund position as of Q1 2024 after selling out during the quarter.
MJP Associates sold 11,806 Eaton Vance Limited Duration Income Fund shares in Q1 2024, an estimated $113K.
MJP Associates first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2020 and held it in 7 quarters.
MJP Associates's Eaton Vance Limited Duration Income Fund position peaked at $1.44M in Q4 2020.
153 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2024.

Based on MJP Associates's 13F filing for Q1 2024, filed 11 Apr 2024.