P
EVV

&Partners’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

&Partners’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
2023
Q4 		– Sell
-11,068
Closed -$100K – 299
2023
Q3 		$100K Buy
11,068
+183
+2% +$1.7K 0.05% 179
2023
Q2 		$102K Buy
10,885
+179
+2% +$1.66K 0.05% 192
2023
Q1 		$105K Buy
10,706
+206
+2% +$2.07K 0.05% 180
2022
Q4 		$98.6K Buy
10,500
+208
+2% +$2.01K 0.05% 182
2022
Q3 		$95K Buy
10,292
+185
+2% +$1.94K 0.06% 181
2022
Q2 		$104K Buy
+10,107
New +$108K 0.06% 186
2019
Q3 		– Sell
-11,200
Closed -$142K – 161
2019
Q2 		$142K Buy
11,200
+78
+0.7% +$986 0.2% 132
2019
Q1 		$141K Sell
11,122
-516
-4% -$6.43K 0.2% 126
2018
Q4 		$132K Buy
+11,638
New +$142K 0.22% 117

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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $1.9B AUM 24.89% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return