Neuberger Berman Group
EVV

Neuberger Berman Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Neuberger Berman Group’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
2025
Q3 		– Sell
-20,000
Closed -$205K – 2072
2025
Q2 		$205K Hold
20,000
– – ﹤0.01% 1883
2025
Q1 		$200K Hold
20,000
– – ﹤0.01% 1818
2024
Q4 		$195K Buy
+20,000
New +$204K ﹤0.01% 1803

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Neuberger Berman Group's EVV Position: Q3 2025 in Review

Neuberger Berman Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q3 2025, closing a stake of 20,000 shares — an estimated $205K sold.

Neuberger Berman Group first reported a position in EVV in Q4 2024 and held it in 3 quarters. The position peaked at $205K in Q2 2025. 141 funds tracked by Wall St. Rank hold EVV as of Q3 2025.

  • Neuberger Berman Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q3 2025 after selling out during the quarter.
  • Neuberger Berman Group sold 20,000 Eaton Vance Limited Duration Income Fund shares in Q3 2025, an estimated $205K.
  • Neuberger Berman Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 3 quarters.
  • Neuberger Berman Group's Eaton Vance Limited Duration Income Fund position peaked at $205K in Q2 2025.
  • 141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2025.

Based on Neuberger Berman Group's 13F filing for Q3 2025, filed 12 Nov 2025.