SCA
EVV

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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sandy Cove Advisors's EVV Position: Q2 2026 in Review

Sandy Cove Advisors held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q2 2026 at 15,600 shares worth $146K. The position accounts for 0.04% of the portfolio, ranked #160.

Sandy Cove Advisors first reported a position in EVV in Q4 2021 and has held it in 19 quarters since. The position peaked at $166K in Q3 2024. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Sandy Cove Advisors held 15,600 shares of Eaton Vance Limited Duration Income Fund worth $146K as of Q2 2026.
  • Sandy Cove Advisors left its Eaton Vance Limited Duration Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Limited Duration Income Fund made up 0.04% of Sandy Cove Advisors's portfolio in Q2 2026, its #160 holding.
  • Sandy Cove Advisors first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Sandy Cove Advisors's Eaton Vance Limited Duration Income Fund position peaked at $166K in Q3 2024.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Sandy Cove Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.