SGC
EVV

Slocum, Gordon & Co’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Slocum, Gordon & Co’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
Q2 		– Sell
-2,195
Closed -$21.9K – 130
2025
Q1 		$21.9K Hold
2,195
– – 0.02% 99
2024
Q4 		$21.4K Sell
2,195
-150
-6% -$1.53K 0.02% 97
2024
Q3 		$72.8K Buy
2,345
+150
+7% +$1.51K 0.03% 77
2024
Q2 		$21.4K Hold
2,195
– – 0.02% 105
2024
Q1 		$21.4K Hold
2,195
– – 0.02% 101
2023
Q4 		$21K Hold
2,195
– – 0.02% 101
2023
Q3 		$19.8K Hold
2,195
– – 0.02% 104
2023
Q2 		$20.5K Hold
2,195
– – 0.01% 100
2023
Q1 		$21.6K Sell
2,195
-1,265
-37% -$12.7K 0.02% 97
2022
Q4 		$219K Buy
+3,460
New +$33.4K 0.14% 48

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Slocum, Gordon & Co's EVV Position: Q2 2025 in Review

Slocum, Gordon & Co sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q2 2025, closing a stake of 2,195 shares — an estimated $21.9K sold.

Slocum, Gordon & Co first reported a position in EVV in Q4 2022 and held it in 10 quarters. The position peaked at $219K in Q4 2022. 146 funds tracked by Wall St. Rank hold EVV as of Q2 2025.

  • Slocum, Gordon & Co reported no remaining Eaton Vance Limited Duration Income Fund position as of Q2 2025 after selling out during the quarter.
  • Slocum, Gordon & Co sold 2,195 Eaton Vance Limited Duration Income Fund shares in Q2 2025, an estimated $21.9K.
  • Slocum, Gordon & Co first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2022 and held it in 10 quarters.
  • Slocum, Gordon & Co's Eaton Vance Limited Duration Income Fund position peaked at $219K in Q4 2022.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2025.

Based on Slocum, Gordon & Co's 13F filing for Q2 2025, filed 19 Aug 2025.