MS
EVV

Murray Stahl’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Murray Stahl’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 		$116K Hold
12,417
– – ﹤0.01% 316
2026
Q1 		$117K Hold
12,417
– – ﹤0.01% 320
2025
Q4 		$123K Hold
12,417
– – ﹤0.01% 310
2025
Q3 		$126K Sell
12,417
-3,251
-21% -$33.2K ﹤0.01% 318
2025
Q2 		$161K Hold
15,668
– – ﹤0.01% 321
2025
Q1 		$156K Hold
15,668
– – ﹤0.01% 314
2024
Q4 		$153K Hold
15,668
– – ﹤0.01% 323
2024
Q3 		$165K Buy
15,668
+3,251
+26% +$32.7K ﹤0.01% 312
2024
Q2 		$121K Hold
12,417
– – ﹤0.01% 306
2024
Q1 		$121K Hold
12,417
– – ﹤0.01% 301
2023
Q4 		$119K Sell
12,417
-39
-0.3% -$355 ﹤0.01% 302
2023
Q3 		$113K Hold
12,456
– – ﹤0.01% 307
2023
Q2 		$117K Hold
12,456
– – ﹤0.01% 313
2023
Q1 		$123K Hold
12,456
– – ﹤0.01% 309
2022
Q4 		$117K Sell
12,456
-472
-4% -$4.56K ﹤0.01% 301
2022
Q3 		$119K Hold
12,928
– – ﹤0.01% 307
2022
Q2 		$134K Hold
12,928
– – ﹤0.01% 316
2022
Q1 		$151K Sell
12,928
-359
-3% -$4.33K ﹤0.01% 329
2021
Q4 		$174K Sell
13,287
-45
-0.3% -$592 ﹤0.01% 334
2021
Q3 		$176K Sell
13,332
-154
-1% -$2.04K ﹤0.01% 322
2021
Q2 		$179K Sell
13,486
-243
-2% -$3.13K ﹤0.01% 330
2021
Q1 		$173K Sell
13,729
-292
-2% -$3.67K ﹤0.01% 327
2020
Q4 		$176K Buy
14,021
+8
+0.1% +$96 0.01% 334
2020
Q3 		$158K Sell
14,013
-157
-1% -$1.81K 0.01% 343
2020
Q2 		$160K Buy
14,170
+45
+0.3% +$490 0.01% 389
2020
Q1 		$149K Sell
14,125
-1,469
-9% -$18.2K 0.01% 351
2019
Q4 		$207K Sell
15,594
-708
-4% -$9.07K 0.01% 455
2019
Q3 		$204K Sell
16,302
-4,930
-23% -$61.9K 0.01% 456
2019
Q2 		$269K Sell
21,232
-706
-3% -$8.92K 0.01% 427
2019
Q1 		$278K Buy
+21,938
New +$273K 0.01% 426

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

Murray Stahl's EVV Position: Q2 2026 in Review

Murray Stahl held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 12,417 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Murray Stahl first reported a position in EVV in Q1 2019 and has held it in 30 quarters since. The position peaked at $278K in Q1 2019. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Murray Stahl held 12,417 shares of Eaton Vance Limited Duration Income Fund worth $116K as of Q2 2026.
  • Murray Stahl left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Murray Stahl's portfolio in Q2 2026, its #316 holding.
  • Murray Stahl first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2019 and has held it in 30 quarters since.
  • Murray Stahl's Eaton Vance Limited Duration Income Fund position peaked at $278K in Q1 2019.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.