Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT)’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Qube Research & Technologies (QRT)’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
2024 Q1	–	Sell	-19,753	Closed	-$205K	–	4579
2023 Q4	$205K	Hold	19,753	–	–	﹤0.01%	2780
2023 Q3	$205K	Hold	19,753	–	–	﹤0.01%	2400
2023 Q2	$194K	Hold	19,753	–	–	﹤0.01%	1790
2023 Q1	$206K	Hold	19,753	–	–	﹤0.01%	1926
2022 Q4	$201K	Hold	19,753	–	–	﹤0.01%	1822
2022 Q3	$194K	Hold	19,753	–	–	﹤0.01%	1780
2022 Q2	$212K	Hold	19,753	–	–	﹤0.01%	1711
2022 Q1	$228K	Hold	19,753	–	–	﹤0.01%	1898
2021 Q4	$262K	Buy	+19,753	New	+$264K	﹤0.01%	1859
2021 Q2	–	Sell	-11,498	Closed	-$151K	–	2413
2021 Q1	$151K	Buy	+11,498	New	+$150K	﹤0.01%	1699

Other funds holding EVG

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return