Sandy Cove Advisors’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Sandy Cove Advisors’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
2026 Q2	$146K	Hold	15,600	–	–	0.04%	160
2026 Q1	$147K	Hold	15,600	–	–	0.04%	143
2025 Q4	$155K	Hold	15,600	–	–	0.05%	142
2025 Q3	$158K	Hold	15,600	–	–	0.05%	139
2025 Q2	$160K	Hold	15,600	–	–	0.06%	130
2025 Q1	$156K	Sell	15,600 -150	-1%	-$1.52K	0.06%	119
2024 Q4	$154K	Hold	15,750	–	–	0.06%	123
2024 Q3	$166K	Hold	15,750	–	–	0.07%	121
2024 Q2	$153K	Sell	15,750 -75	-0.5%	-$725	0.07%	108
2024 Q1	$154K	Buy	15,825 +75	+0.5%	+$733	0.07%	119
2023 Q4	$151K	Sell	15,750 -300	-2%	-$2.73K	0.08%	118
2023 Q3	$145K	Buy	16,050 +150	+0.9%	+$1.4K	0.08%	114
2023 Q2	$149K	Hold	15,900	–	–	0.08%	120
2023 Q1	$157K	Hold	15,900	–	–	0.11%	86
2022 Q4	$149K	Buy	15,900 +1,100	+7%	+$10.6K	0.12%	78
2022 Q3	$136K	Hold	14,800	–	–	0.12%	72
2022 Q2	$153K	Buy	14,800 +14,500	+4,833%	+$155K	0.14%	74
2022 Q1	$4K	Hold	300	–	–	﹤0.01%	362
2021 Q4	$4K	Buy	+300	New	+$3.95K	﹤0.01%	332

Other funds holding EVV

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mallini Complete Financial Planning Gainesville, Florida $140M AUM 13.55% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return