Rockefeller Capital Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Rockefeller Capital Management’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 Q1	–	Sell	-1,000	Closed	-$10.9K	–	4753
2025 Q4	$10.9K	Buy	+1,000	New	+$11K	﹤0.01%	3772
2021 Q2	–	Sell	-211	Closed	-$2K	–	3478
2021 Q1	$2K	Sell	211 -249	-54%	-$3.25K	﹤0.01%	3098
2020 Q4	$5K	Buy	+460	New	+$5.62K	﹤0.01%	2426

Other funds holding EVG

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SIA

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

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

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

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

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

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

SFS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Rockefeller Capital Management's EVG Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2026, closing a stake of 1,000 shares — an estimated $10.9K sold.

Rockefeller Capital Management first reported a position in EVG in Q4 2020 and held it in 3 quarters. The position peaked at $10.9K in Q4 2025. 44 funds tracked by Wall St. Rank hold EVG as of Q1 2026.

Rockefeller Capital Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2026 after selling out during the quarter.
Rockefeller Capital Management sold 1,000 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2026, an estimated $10.9K.
Rockefeller Capital Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2020 and held it in 3 quarters.
Rockefeller Capital Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $10.9K in Q4 2025.
44 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.