Shaker Financial Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-63,944
| Closed | -$689K | – | 149 |
|
|
2026
Q2 | $689K | Sell |
63,944
-60,369
| -49% | -$648K | 0.22% | 100 |
|
|
2026
Q1 | $1.33M | Buy |
124,313
+5,580
| +5% | +$60.6K | 0.46% | 77 |
|
|
2025
Q4 | $1.3M | Buy |
118,733
+91,046
| +329% | +$1.01M | 0.41% | 86 |
|
|
2025
Q3 | $313K | Sell |
27,687
-64,029
| -70% | -$719K | 0.11% | 129 |
|
|
2025
Q2 | $1.01M | Buy |
91,716
+55,795
| +155% | +$602K | 0.37% | 82 |
|
|
2025
Q1 | $394K | Sell |
35,921
-1,370
| -4% | -$15.1K | 0.15% | 124 |
|
|
2024
Q4 | $407K | Sell |
37,291
-2,182
| -6% | -$24.4K | 0.16% | 134 |
|
|
2024
Q3 | $441K | Buy |
39,473
+4,951
| +14% | +$54.7K | 0.17% | 120 |
|
|
2024
Q2 | $373K | Sell |
34,522
-37,833
| -52% | -$404K | 0.15% | 124 |
|
|
2024
Q1 | $764K | Buy |
72,355
+32,827
| +83% | +$348K | 0.3% | 90 |
|
|
2023
Q4 | $410K | Buy |
39,528
+8,595
| +28% | +$87.1K | 0.17% | 115 |
|
|
2023
Q3 | $321K | Sell |
30,933
-43,207
| -58% | -$434K | 0.15% | 123 |
|
|
2023
Q2 | $727K | Buy |
+74,140
| New | +$728K | 0.32% | 92 |
|
|
2022
Q2 | – | Sell |
-31,345
| Closed | -$362K | – | 140 |
|
|
2022
Q1 | $362K | Buy |
+31,345
| New | +$385K | 0.14% | 120 |
|
|
2021
Q1 | – | Sell |
-43,632
| Closed | -$539K | – | 168 |
|
|
2020
Q4 | $539K | Sell |
43,632
-115,954
| -73% | -$1.42M | 0.22% | 117 |
|
|
2020
Q3 | $1.83M | Buy |
159,586
+87,563
| +122% | +$997K | 0.98% | 31 |
|
|
2020
Q2 | $817K | Buy |
+72,023
| New | +$807K | 0.45% | 70 |
|
|
2020
Q1 | – | Sell |
-74,631
| Closed | -$1.01M | – | 169 |
|
|
2019
Q4 | $1.01M | Buy |
74,631
+41,588
| +126% | +$553K | 0.46% | 56 |
|
|
2019
Q3 | $430K | Buy |
+33,043
| New | +$438K | 0.22% | 103 |
|
|
2019
Q2 | – | Sell |
-79,282
| Closed | -$1.03M | – | 129 |
|
|
2019
Q1 | $1.03M | Buy |
+79,282
| New | +$1.02M | 0.52% | 58 |
|
|
2018
Q4 | – | Sell |
-106,078
| Closed | -$1.37M | – | 129 |
|
|
2018
Q3 | $1.37M | Sell |
106,078
-17,889
| -14% | -$232K | 0.66% | 51 |
|
|
2018
Q2 | $1.61M | Buy |
123,967
+13,363
| +12% | +$178K | 0.8% | 44 |
|
|
2018
Q1 | $1.51M | Buy |
+110,604
| New | +$1.53M | 0.73% | 54 |
|
|
2016
Q4 | – | Sell |
-67,092
| Closed | -$920K | – | 119 |
|
|
2016
Q3 | $920K | Buy |
67,092
+13,901
| +26% | +$189K | 0.6% | 56 |
|
|
2016
Q2 | $718K | Buy |
53,191
+33,951
| +176% | +$457K | 0.5% | 61 |
|
|
2016
Q1 | $257K | Sell |
19,240
-87,791
| -82% | -$1.15M | 0.19% | 70 |
|
|
2015
Q4 | $1.44M | Buy |
107,031
+94,861
| +779% | +$1.26M | 1% | 38 |
|
|
2015
Q3 | $161K | Buy |
+12,170
| New | +$167K | 0.12% | 92 |
|
|
2015
Q1 | – | Sell |
-25,375
| Closed | -$359K | – | 137 |
|
|
2014
Q4 | $359K | Sell |
25,375
-14,746
| -37% | -$212K | 0.23% | 97 |
|
|
2014
Q3 | $589K | Buy |
40,121
+1,991
| +5% | +$29.9K | 0.38% | 75 |
|
|
2014
Q2 | $585K | Hold |
38,130
| – | – | 0.36% | 89 |
|
|
2014
Q1 | $579K | Buy |
+38,130
| New | +$585K | 0.38% | 81 |
|
Other funds holding EVG
DI
Shaker Financial Services's EVG Position: Q3 2026 in Review
Shaker Financial Services sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q3 2026, closing a stake of 63,944 shares — an estimated $689K sold.
Shaker Financial Services first reported a position in EVG in Q1 2014 and held it in 32 quarters. The position peaked at $1.83M in Q3 2020. 7 funds tracked by Wall St. Rank hold EVG as of Q3 2026.
- Shaker Financial Services reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q3 2026 after selling out during the quarter.
- Shaker Financial Services sold 63,944 Eaton Vance Short Duration Diversified Income Fund shares in Q3 2026, an estimated $689K.
- Shaker Financial Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2014 and held it in 32 quarters.
- Shaker Financial Services's Eaton Vance Short Duration Diversified Income Fund position peaked at $1.83M in Q3 2020.
- 7 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q3 2026.
Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.