PRTG
EVG

Post Resch Tallon Group’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Post Resch Tallon Group’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 		$373K Buy
34,607
+6,924
+25% +$74.3K 0.26% 69
2026
Q1 		$295K Sell
27,683
-452
-2% -$4.91K 0.24% 78
2025
Q4 		$307K Sell
28,135
-58
-0.2% -$641 0.26% 71
2025
Q3 		$319K Buy
28,193
+136
+0.5% +$1.53K 0.28% 64
2025
Q2 		$309K Buy
28,057
+4,386
+19% +$47.4K 0.3% 61
2025
Q1 		$259K Buy
23,671
+1,490
+7% +$16.5K 0.26% 68
2024
Q4 		$244K Buy
+22,181
New +$248K 0.23% 75

Other funds holding EVG

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return