SFS
EVG

Shaker Financial Services’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Shaker Financial Services’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
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Shaker Financial Services's EVG Position: Q2 2026 in Review

Shaker Financial Services reduced its Eaton Vance Short Duration Diversified Income Fund (EVG) stake by 49% in Q2 2026, selling an estimated $648K and leaving 63,944 shares worth $689K. The position accounts for 0.22% of the portfolio, ranked #100.

Shaker Financial Services first reported a position in EVG in Q1 2014 and has held it in 32 quarters since. The position peaked at $1.83M in Q3 2020. 41 funds tracked by Wall St. Rank hold EVG as of Q2 2026.

  • Shaker Financial Services held 63,944 shares of Eaton Vance Short Duration Diversified Income Fund worth $689K as of Q2 2026.
  • Shaker Financial Services sold 60,369 Eaton Vance Short Duration Diversified Income Fund shares in Q2 2026, an estimated $648K.
  • Eaton Vance Short Duration Diversified Income Fund made up 0.22% of Shaker Financial Services's portfolio in Q2 2026, its #100 holding.
  • Shaker Financial Services first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q1 2014 and has held it in 32 quarters since.
  • Shaker Financial Services's Eaton Vance Short Duration Diversified Income Fund position peaked at $1.83M in Q3 2020.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.