RP
EVV

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

Riverbridge 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
2025
Q4 		– Sell
-24,878
Closed -$253K – 192
2025
Q3 		$253K Buy
24,878
+341
+1% +$3.48K ﹤0.01% 173
2025
Q2 		$252K Buy
24,537
+624
+3% +$6.17K ﹤0.01% 172
2025
Q1 		$239K Buy
23,913
+2,925
+14% +$29.6K ﹤0.01% 172
2024
Q4 		$205K Buy
20,988
+753
+4% +$7.69K ﹤0.01% 172
2024
Q3 		$213K Buy
20,235
+70
+0.3% +$704 ﹤0.01% 176
2024
Q2 		$196K Buy
20,165
+1,156
+6% +$11.2K ﹤0.01% 173
2024
Q1 		$185K Buy
19,009
+1,550
+9% +$15.1K ﹤0.01% 171
2023
Q4 		$167K Buy
17,459
+118
+0.7% +$1.07K ﹤0.01% 196
2023
Q3 		$157K Buy
+17,341
New +$161K ﹤0.01% 188
2023
Q1 		– Sell
-18,962
Closed -$178K – 190
2022
Q4 		$178K Sell
18,962
-49,671
-72% -$480K ﹤0.01% 192
2022
Q3 		$632K Buy
68,633
+1,372
+2% +$14.4K 0.01% 140
2022
Q2 		$695K Buy
+67,261
New +$720K 0.01% 138

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Riverbridge Partners's EVV Position: Q4 2025 in Review

Riverbridge Partners sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2025, closing a stake of 24,878 shares — an estimated $253K sold.

Riverbridge Partners first reported a position in EVV in Q2 2022 and held it in 12 quarters. The position peaked at $695K in Q2 2022. 146 funds tracked by Wall St. Rank hold EVV as of Q4 2025.

  • Riverbridge Partners reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2025 after selling out during the quarter.
  • Riverbridge Partners sold 24,878 Eaton Vance Limited Duration Income Fund shares in Q4 2025, an estimated $253K.
  • Riverbridge Partners first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2022 and held it in 12 quarters.
  • Riverbridge Partners's Eaton Vance Limited Duration Income Fund position peaked at $695K in Q2 2022.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2025.

Based on Riverbridge Partners's 13F filing for Q4 2025, filed 13 Jan 2026.