Sit Investment Associates’s Eaton Vance Senior Income Trust EVF Stock Holding History

Sit Investment Associates’s Portfolio EVF Stock Details EVF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.98M	Buy	797,107 +82,300	+12%	+$426K	0.08%	221
2025 Q4	$3.77M	Buy	714,807 +61,128	+9%	+$329K	0.07%	228
2025 Q3	$3.58M	Buy	+653,679	New	+$3.65M	0.07%	245
2021 Q3	–	Sell	-1,449,553	Closed	-$9.86M	–	491
2021 Q2	$9.86M	Buy	1,449,553 +314,806	+28%	+$2.12M	0.24%	127
2021 Q1	$7.52M	Hold	1,134,747	–	–	0.2%	159
2020 Q4	$7.22M	Buy	1,134,747 +177,410	+19%	+$1.09M	0.2%	159
2020 Q3	$5.62M	Buy	957,337 +479,521	+100%	+$2.75M	0.17%	181
2020 Q2	$2.55M	Buy	477,816 +175,432	+58%	+$900K	0.08%	249
2020 Q1	$1.39M	Buy	302,384 +103,210	+52%	+$613K	0.05%	298
2019 Q4	$1.28M	Buy	199,174 +177,674	+826%	+$1.11M	0.04%	330
2019 Q3	$132K	Hold	21,500	–	–	﹤0.01%	475
2019 Q2	$134K	Hold	21,500	–	–	﹤0.01%	483
2019 Q1	$132K	Hold	21,500	–	–	﹤0.01%	486
2018 Q4	$129K	Buy	+21,500	New	+$133K	﹤0.01%	489

Other funds holding EVF

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

Sit Investment Associates's EVF Position: Q1 2026 in Review

Sit Investment Associates increased its Eaton Vance Senior Income Trust (EVF) stake by 12% in Q1 2026, buying an estimated $426K and bringing the position to 797,107 shares worth $3.98M. The position accounts for 0.08% of the portfolio, ranked #221.

Sit Investment Associates first reported a position in EVF in Q4 2018 and has held it in 14 quarters since. The position peaked at $9.86M in Q2 2021. 54 funds tracked by Wall St. Rank hold EVF as of Q1 2026.

Sit Investment Associates held 797,107 shares of Eaton Vance Senior Income Trust worth $3.98M as of Q1 2026.
Sit Investment Associates bought 82,300 Eaton Vance Senior Income Trust shares in Q1 2026, an estimated $426K.
Eaton Vance Senior Income Trust made up 0.08% of Sit Investment Associates's portfolio in Q1 2026, its #221 holding.
Sit Investment Associates first reported a position in Eaton Vance Senior Income Trust in Q4 2018 and has held it in 14 quarters since.
Sit Investment Associates's Eaton Vance Senior Income Trust position peaked at $9.86M in Q2 2021.
54 funds tracked by Wall St. Rank held Eaton Vance Senior Income Trust as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.