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EVV

NewEdge Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

NewEdge Advisors’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
Q1 		$2.32M Sell
246,001
-13,729
-5% -$134K 0.01% 1029
2025
Q4 		$2.57M Buy
259,730
+13,076
+5% +$131K 0.01% 947
2025
Q3 		$2.5M Buy
246,654
+139,521
+130% +$1.42M 0.01% 906
2025
Q2 		$1.1M Sell
107,133
-107
-0.1% -$1.06K 0.01% 1229
2025
Q1 		$1.07M Buy
107,240
+724
+0.7% +$7.33K 0.01% 1155
2024
Q4 		$1.04M Buy
106,516
+651
+0.6% +$6.65K 0.01% 1138
2024
Q3 		$1.11M Buy
105,865
+8,931
+9% +$89.8K 0.01% 1052
2024
Q2 		$944K Sell
96,934
-289
-0.3% -$2.79K 0.01% 1097
2024
Q1 		$948K Sell
97,223
-5,205
-5% -$50.9K 0.01% 1027
2023
Q4 		$984K Buy
102,428
+9,245
+10% +$84.2K 0.01% 940
2023
Q3 		$842K Buy
93,183
+621
+0.7% +$5.77K 0.01% 936
2023
Q2 		$866K Buy
92,562
+2,100
+2% +$19.5K 0.01% 937
2023
Q1 		$847K Buy
90,462
+700
+0.8% +$7.03K 0.01% 859
2022
Q4 		$842K Buy
89,762
+68
+0.1% +$657 0.02% 569
2022
Q3 		$826K Buy
89,694
+3,550
+4% +$37.2K 0.01% 725
2022
Q2 		$890K Buy
86,144
+5,200
+6% +$55.7K 0.02% 725
2022
Q1 		$947K Sell
80,944
-916
-1% -$11.1K 0.02% 653
2021
Q4 		$1.07M Buy
+81,860
New +$1.08M 0.02% 694

Other funds holding EVV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return