Selway Asset Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Selway Asset Management’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 Q1	$593K	Sell	59,404 -1,475	-2%	-$14.9K	0.24%	55
2024 Q4	$595K	Buy	60,879 +2,425	+4%	+$24.8K	0.23%	60
2024 Q3	$614K	Hold	58,454	–	–	0.24%	60
2024 Q2	$569K	Sell	58,454 -10,525	-15%	-$102K	0.23%	62
2024 Q1	$673K	Hold	68,979	–	–	0.27%	59
2023 Q4	$661K	Sell	68,979 -17,100	-20%	-$156K	0.28%	56
2023 Q3	$778K	Sell	86,079 -12,150	-12%	-$113K	0.36%	54
2023 Q2	$919K	Sell	98,229 -2,300	-2%	-$21.4K	0.4%	50
2023 Q1	$990K	Sell	100,529 -3,400	-3%	-$34.1K	0.48%	51
2022 Q4	$976K	Buy	103,929 +6,500	+7%	+$62.8K	0.52%	46
2022 Q3	$897K	Sell	97,429 -6,500	-6%	-$68K	0.52%	45
2022 Q2	$1.07M	Buy	103,929 +3,795	+4%	+$40.6K	0.6%	42
2022 Q1	$1.17M	Hold	100,134	–	–	0.57%	44
2021 Q4	$1.31M	Sell	100,134 -700	-0.7%	-$9.21K	0.62%	43
2021 Q3	$1.33M	Hold	100,834	–	–	0.73%	41
2021 Q2	$1.34M	Sell	100,834 -3,200	-3%	-$41.2K	0.72%	42
2021 Q1	$1.31M	Buy	104,034 +500	+0.5%	+$6.29K	0.77%	42
2020 Q4	$1.3M	Sell	103,534 -10,900	-10%	-$131K	0.79%	40
2020 Q3	$1.29M	Buy	114,434 +4,826	+4%	+$55.8K	0.92%	37
2020 Q2	$1.24M	Sell	109,608 -1,725	-2%	-$18.8K	0.98%	34
2020 Q1	$1.18M	Sell	111,333 -6,800	-6%	-$84.2K	1.14%	31
2019 Q4	$1.56M	Sell	118,133 -3,200	-3%	-$41K	1.08%	34
2019 Q3	$1.52M	Sell	121,333 -23,700	-16%	-$298K	1.11%	36
2019 Q2	$1.83M	Sell	145,033 -13,460	-8%	-$170K	1.23%	36
2019 Q1	$2M	Sell	158,493 -4,355	-3%	-$54.2K	1.34%	29
2018 Q4	$1.94M	Hold	162,848	–	–	1.43%	27
2018 Q3	$2.06M	Buy	162,848 +7,200	+5%	+$91.3K	1.24%	33
2018 Q2	$1.96M	Sell	155,648 -2,345	-1%	-$30.1K	1.2%	32
2018 Q1	$2.06M	Buy	157,993 +8,775	+6%	+$116K	1.28%	29
2017 Q4	$2.04M	Buy	149,218 +8,050	+6%	+$111K	1.2%	33
2017 Q3	$1.98M	Buy	141,168 +1,250	+0.9%	+$17.5K	1.15%	39
2017 Q2	$1.97M	Sell	139,918 -13,150	-9%	-$183K	1.13%	38
2017 Q1	$2.12M	Sell	153,068 -3,630	-2%	-$50.8K	1.19%	32
2016 Q4	$2.15M	Sell	156,698 -2,970	-2%	-$39.8K	1.29%	31
2016 Q3	$2.19M	Sell	159,668 -250	-0.2%	-$3.41K	1.36%	29
2016 Q2	$2.15M	Buy	159,918 +1,000	+0.6%	+$13.2K	1.38%	26
2016 Q1	$2.1M	Hold	158,918	–	–	1.45%	26
2015 Q4	$2.03M	Sell	158,918 -7,100	-4%	-$91K	1.36%	26
2015 Q3	$2.1M	Sell	166,018 -5,300	-3%	-$70.6K	1.33%	32
2015 Q2	$2.31M	Buy	171,318 +4,600	+3%	+$65.4K	1.27%	36
2015 Q1	$2.4M	Sell	166,718 -9,387	-5%	-$133K	1.27%	37
2014 Q4	$2.49M	Buy	176,105 +2,250	+1%	+$32.2K	1.34%	37
2014 Q3	$2.54M	Sell	173,855 -69,300	-29%	-$1.05M	1.22%	39
2014 Q2	$3.79M	Buy	+243,155	New	+$3.75M	1.84%	25
2014 Q1	–	Sell	-170,400	Closed	-$2.61M	–	65
2013 Q4	$2.61M	Buy	170,400 +54,900	+48%	+$827K	1.41%	34
2013 Q3	$1.81M	Buy	+115,500	New	+$1.75M	1.03%	41

Other funds holding EVV

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

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

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Selway Asset Management's EVV Position: Q1 2025 in Review

Selway Asset Management reduced its Eaton Vance Limited Duration Income Fund (EVV) stake by 2.4% in Q1 2025, selling an estimated $14.9K and leaving 59,404 shares worth $593K. The position accounts for 0.24% of the portfolio, ranked #55.

Selway Asset Management first reported a position in EVV in Q3 2013 and has held it in 46 quarters since. The position peaked at $3.79M in Q2 2014. 150 funds tracked by Wall St. Rank hold EVV as of Q1 2025.

Selway Asset Management held 59,404 shares of Eaton Vance Limited Duration Income Fund worth $593K as of Q1 2025.
Selway Asset Management sold 1,475 Eaton Vance Limited Duration Income Fund shares in Q1 2025, an estimated $14.9K.
Eaton Vance Limited Duration Income Fund made up 0.24% of Selway Asset Management's portfolio in Q1 2025, its #55 holding.
Selway Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q3 2013 and has held it in 46 quarters since.
Selway Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $3.79M in Q2 2014.
150 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q1 2025.

Based on Selway Asset Management's 13F filing for Q1 2025, filed 9 Apr 2025.