Moors & Cabot’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Moors & Cabot’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
2025 Q2	–	Sell	-13,500	Closed	-$148K	–	912
2025 Q1	$148K	Hold	13,500	–	–	0.01%	819
2024 Q4	$147K	Hold	13,500	–	–	0.01%	835
2024 Q3	$151K	Hold	13,500	–	–	0.01%	826
2024 Q2	$146K	Hold	13,500	–	–	0.01%	794
2024 Q1	$143K	Sell	13,500 -4,600	-25%	-$48.8K	0.01%	844
2023 Q4	$188K	Sell	18,100 -5,000	-22%	-$50.7K	0.01%	763
2023 Q3	$240K	Buy	23,100 +3,100	+16%	+$31.2K	0.02%	672
2023 Q2	$196K	Buy	20,000 +9,000	+82%	+$88.3K	0.01%	750
2023 Q1	$115K	Hold	11,000	–	–	0.01%	799
2022 Q4	$112K	Buy	+11,000	New	+$117K	0.01%	791

Other funds holding EVG

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

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Moors & Cabot's EVG Position: Q2 2025 in Review

Moors & Cabot sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q2 2025, closing a stake of 13,500 shares — an estimated $148K sold.

Moors & Cabot first reported a position in EVG in Q4 2022 and held it in 10 quarters. The position peaked at $240K in Q3 2023. 42 funds tracked by Wall St. Rank hold EVG as of Q2 2025.

Moors & Cabot reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q2 2025 after selling out during the quarter.
Moors & Cabot sold 13,500 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2025, an estimated $148K.
Moors & Cabot first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2022 and held it in 10 quarters.
Moors & Cabot's Eaton Vance Short Duration Diversified Income Fund position peaked at $240K in Q3 2023.
42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.