Northwestern Mutual Wealth Management
EVV

Northwestern Mutual Wealth Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio EVV Stock Details EVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$15.6K Buy
1,525
+33
+2% +$339 ﹤0.01% 2643
2025
Q1 		$14.9K Buy
1,492
+33
+2% +$329 ﹤0.01% 2609
2024
Q4 		$14.3K Buy
1,459
+33
+2% +$323 ﹤0.01% 2620
2024
Q3 		$15K Sell
1,426
-4,416
-76% -$46.4K ﹤0.01% 2557
2024
Q2 		$56.9K Buy
5,842
+3,818
+189% +$37.2K ﹤0.01% 2042
2024
Q1 		$19.7K Buy
2,024
+33
+2% +$322 ﹤0.01% 2420
2023
Q4 		$19.1K Buy
1,991
+11
+0.6% +$105 ﹤0.01% 2417
2023
Q3 		$17.9K Sell
1,980
-4,590
-70% -$41.5K ﹤0.01% 2341
2023
Q2 		$61.5K Sell
6,570
-242,243
-97% -$2.27M ﹤0.01% 1904
2023
Q1 		$2.45M Sell
248,813
-18,082
-7% -$178K ﹤0.01% 632
2022
Q4 		$2.51M Buy
266,895
+6,755
+3% +$63.4K ﹤0.01% 618
2022
Q3 		$2.4M Buy
260,140
+9,125
+4% +$84K ﹤0.01% 579
2022
Q2 		$2.59M Buy
251,015
+247,108
+6,325% +$2.55M ﹤0.01% 557
2022
Q1 		$45K Sell
3,907
-379
-9% -$4.37K ﹤0.01% 1989
2021
Q4 		$57K Sell
4,286
-2,650
-38% -$35.2K ﹤0.01% 1937
2021
Q3 		$92K Sell
6,936
-2,110
-23% -$28K ﹤0.01% 1671
2021
Q2 		$120K Buy
9,046
+430
+5% +$5.7K ﹤0.01% 1518
2021
Q1 		$109K Sell
8,616
-19,128
-69% -$242K ﹤0.01% 1458
2020
Q4 		$348K Buy
27,744
+3,982
+17% +$49.9K ﹤0.01% 953
2020
Q3 		$269K Buy
23,762
+18,286
+334% +$207K ﹤0.01% 933
2020
Q2 		$62K Sell
5,476
-2,049
-27% -$23.2K ﹤0.01% 1375
2020
Q1 		$80K Buy
7,525
+1,564
+26% +$16.6K ﹤0.01% 1192
2019
Q4 		$79K Buy
5,961
+1,149
+24% +$15.2K ﹤0.01% 1281
2019
Q3 		$60K Sell
4,812
-172
-3% -$2.15K ﹤0.01% 1355
2019
Q2 		$63K Sell
4,984
-54,143
-92% -$684K ﹤0.01% 1298
2019
Q1 		$748K Sell
59,127
-2,721
-4% -$34.4K ﹤0.01% 504
2018
Q4 		$737K Sell
61,848
-3,907
-6% -$46.6K ﹤0.01% 480
2018
Q3 		$834K Buy
65,755
+8,634
+15% +$110K ﹤0.01% 461
2018
Q2 		$719K Buy
57,121
+2,076
+4% +$26.1K ﹤0.01% 467
2018
Q1 		$717K Buy
55,045
+2,520
+5% +$32.8K ﹤0.01% 452
2017
Q4 		$717K Sell
52,525
-1,675
-3% -$22.9K ﹤0.01% 437
2017
Q3 		$760K Buy
54,200
+8,581
+19% +$120K 0.01% 401
2017
Q2 		$643K Buy
45,619
+10,850
+31% +$153K 0.01% 429
2017
Q1 		$481K Buy
34,769
+12,519
+56% +$173K ﹤0.01% 468
2016
Q4 		$305K Buy
+22,250
New +$305K ﹤0.01% 558
2016
Q1 		– Sell
-2,800
Closed -$36K – 2160
2015
Q4 		$36K Buy
+2,800
New +$36K ﹤0.01% 857
2015
Q3 		– Sell
-500
Closed -$7K – 1713
2015
Q2 		$7K Sell
500
-730
-59% -$10.2K ﹤0.01% 1061
2015
Q1 		$18K Buy
+1,230
New +$18K ﹤0.01% 891
2014
Q3 		– Sell
-600
Closed -$9K – 1355
2014
Q2 		$9K Hold
600
– – ﹤0.01% 916
2014
Q1 		$9K Buy
+600
New +$9K ﹤0.01% 890
2013
Q4 		– Sell
-8
Closed – – 1418
2013
Q3 		$0 Buy
+8
New – ﹤0.01% 1384