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

Oak Hill 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 Q2	$3.66M	Hold	390,403	–	–	0.52%	11
2026 Q1	$3.69M	Hold	390,403	–	–	0.42%	11
2025 Q4	$3.87M	Hold	390,403	–	–	0.63%	13
2025 Q3	$3.96M	Hold	390,403	–	–	0.83%	11
2025 Q2	$4.01M	Sell	390,403 -13,201	-3%	-$131K	1%	10
2025 Q1	$4.03M	Hold	403,604	–	–	0.85%	10
2024 Q4	$3.94M	Hold	403,604	–	–	0.73%	10
2024 Q3	$4.24M	Hold	403,604	–	–	0.63%	10
2024 Q2	$3.93M	Hold	403,604	–	–	0.49%	9
2024 Q1	$3.94M	Hold	403,604	–	–	0.47%	10
2023 Q4	$3.87M	Hold	403,604	–	–	0.5%	11
2023 Q3	$3.65M	Hold	403,604	–	–	0.36%	12
2023 Q2	$3.78M	Hold	403,604	–	–	0.31%	12
2023 Q1	$3.98M	Hold	403,604	–	–	0.29%	11
2022 Q4	$3.79M	Hold	403,604	–	–	0.23%	12
2022 Q3	$3.72M	Hold	403,604	–	–	0.25%	15
2022 Q2	$4.17M	Hold	403,604	–	–	0.29%	14
2022 Q1	$4.72M	Sell	403,604 -32,811	-8%	-$396K	0.24%	16
2021 Q4	$5.72M	Hold	436,415	–	–	0.35%	16
2021 Q3	$5.75M	Sell	436,415 -37,001	-8%	-$491K	0.51%	13
2021 Q2	$6.28M	Hold	473,416	–	–	0.6%	15
2021 Q1	$5.98M	Hold	473,416	–	–	1.14%	12
2020 Q4	$5.93M	Hold	473,416	–	–	1.4%	12
2020 Q3	$5.35M	Hold	473,416	–	–	1.58%	12
2020 Q2	$5.33M	Sell	473,416 -25,642	-5%	-$279K	2.41%	9
2020 Q1	$5.28M	Buy	+499,058	New	+$6.18M	3.55%	6

Other funds holding EVV

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oak Hill Advisors's EVV Position: Q2 2026 in Review

Oak Hill Advisors held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 390,403 shares worth $3.66M. The position accounts for 0.52% of the portfolio, ranked #11.

Oak Hill Advisors first reported a position in EVV in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.28M in Q2 2021. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

Oak Hill Advisors held 390,403 shares of Eaton Vance Limited Duration Income Fund worth $3.66M as of Q2 2026.
Oak Hill Advisors left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
Eaton Vance Limited Duration Income Fund made up 0.52% of Oak Hill Advisors's portfolio in Q2 2026, its #11 holding.
Oak Hill Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q1 2020 and has held it in 26 quarters since.
Oak Hill Advisors's Eaton Vance Limited Duration Income Fund position peaked at $6.28M in Q2 2021.
145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Oak Hill Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.