MC
EVV

Moors & Cabot’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Moors & Cabot’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 		$135K Sell
14,361
-979
-6% -$9.16K 0.01% 915
2026
Q1 		$145K Sell
15,340
-2,979
-16% -$29K 0.01% 883
2025
Q4 		$182K Sell
18,319
-1,081
-6% -$10.8K 0.01% 860
2025
Q3 		$197K Buy
+19,400
New +$198K 0.01% 847
2025
Q2 		– Sell
-22,313
Closed -$223K – 913
2025
Q1 		$223K Sell
22,313
-482
-2% -$4.88K 0.01% 744
2024
Q4 		$223K Sell
22,795
-11
-0% -$112 0.01% 772
2024
Q3 		$240K Buy
22,806
+119
+0.5% +$1.2K 0.01% 728
2024
Q2 		$221K Sell
22,687
-606
-3% -$5.86K 0.01% 728
2024
Q1 		$227K Buy
23,293
+512
+2% +$5K 0.01% 775
2023
Q4 		$218K Sell
22,781
-17,450
-43% -$159K 0.01% 728
2023
Q3 		$364K Sell
40,231
-1,939
-5% -$18K 0.02% 532
2023
Q2 		$395K Buy
42,170
+18,100
+75% +$168K 0.03% 513
2023
Q1 		$237K Sell
24,070
-950
-4% -$9.54K 0.02% 694
2022
Q4 		$235K Buy
+25,020
New +$242K 0.02% 678
2022
Q3 		– Sell
-16,945
Closed -$175K – 842
2022
Q2 		$175K Buy
16,945
+2,475
+17% +$26.5K 0.01% 714
2022
Q1 		$169K Buy
14,470
+800
+6% +$9.65K 0.01% 784
2021
Q4 		$179K Sell
13,670
-125
-0.9% -$1.65K 0.01% 786
2021
Q3 		$180K Sell
13,795
-950
-6% -$12.6K 0.01% 763
2021
Q2 		$196K Sell
14,745
-400
-3% -$5.15K 0.01% 736
2021
Q1 		$191K Buy
15,145
+175
+1% +$2.2K 0.01% 692
2020
Q4 		$188K Sell
14,970
-1,250
-8% -$15.1K 0.02% 664
2020
Q3 		$183K Buy
16,220
+1,250
+8% +$14.4K 0.02% 609
2020
Q2 		$169K Sell
14,970
-1,608
-10% -$17.5K 0.02% 590
2020
Q1 		$179K Buy
+16,578
New +$205K 0.03% 513

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

Moors & Cabot's EVV Position: Q2 2026 in Review

Moors & Cabot reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 6.4% in Q2 2026, selling an estimated $9.16K and leaving 14,361 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #915.

Moors & Cabot first reported a position in EVV in Q1 2020 and has held it in 24 quarters since. The position peaked at $395K in Q2 2023. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Moors & Cabot held 14,361 shares of Eaton Vance Limited Duration Income Fund worth $135K as of Q2 2026.
  • Moors & Cabot sold 979 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $9.16K.
  • Eaton Vance Limited Duration Income Fund made up 0.01% of Moors & Cabot's portfolio in Q2 2026, its #915 holding.
  • Moors & Cabot first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2020 and has held it in 24 quarters since.
  • Moors & Cabot's Eaton Vance Limited Duration Income Fund position peaked at $395K in Q2 2023.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.