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EVG

NewEdge Advisors’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

NewEdge Advisors’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
2026
Q2 		$322K Sell
29,900
-1,400
-4% -$15K ﹤0.01% 2437
2026
Q1 		$335K Sell
31,300
-12,800
-29% -$139K ﹤0.01% 2256
2025
Q4 		$482K Buy
44,100
+300
+0.7% +$3.31K ﹤0.01% 1992
2025
Q3 		$496K Sell
43,800
-1,200
-3% -$13.5K ﹤0.01% 1821
2025
Q2 		$496K Buy
45,000
+11,800
+36% +$127K ﹤0.01% 1694
2025
Q1 		$365K Sell
33,200
-2,700
-8% -$29.8K ﹤0.01% 1767
2024
Q4 		$392K Sell
35,900
-2,800
-7% -$31.2K ﹤0.01% 1709
2024
Q3 		$433K Sell
38,700
-4,981
-11% -$55K ﹤0.01% 1557
2024
Q2 		$472K Sell
43,681
-6,494
-13% -$69.4K ﹤0.01% 1455
2024
Q1 		$530K Sell
50,175
-18,625
-27% -$198K ﹤0.01% 1314
2023
Q4 		$718K Buy
68,800
+12,100
+21% +$123K 0.01% 1105
2023
Q3 		$588K Sell
56,700
-23,802
-30% -$239K 0.01% 1100
2023
Q2 		$790K Sell
80,502
-80
-0.1% -$785 0.01% 977
2023
Q1 		$800K Buy
80,582
+800
+1% +$8.39K 0.01% 890
2022
Q4 		$813K Sell
79,782
-3,793
-5% -$40.4K 0.02% 582
2022
Q3 		$819K Sell
83,575
-2,900
-3% -$31.7K 0.01% 729
2022
Q2 		$930K Sell
86,475
-4,504
-5% -$48.4K 0.02% 700
2022
Q1 		$1.05M Buy
90,979
+7,600
+9% +$93.4K 0.02% 628
2021
Q4 		$1.11M Buy
+83,379
New +$1.11M 0.02% 679

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

NewEdge Advisors's EVG Position: Q2 2026 in Review

NewEdge Advisors reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 4.5% in Q2 2026, selling an estimated $15K and leaving 29,900 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2437.

NewEdge Advisors first reported a position in EVG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.11M in Q4 2021. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • NewEdge Advisors held 29,900 shares of Eaton Vance Short Duration Diversified Income Fund worth $322K as of Q2 2026.
  • NewEdge Advisors sold 1,400 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $15K.
  • Eaton Vance Short Duration Diversified Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2437 holding.
  • NewEdge Advisors first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2021 and has held it in 19 quarters since.
  • NewEdge Advisors's Eaton Vance Short Duration Diversified Income Fund position peaked at $1.11M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.