SFS
EVG

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

Sowell 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
Q1 		$151K Buy
14,170
+292
+2% +$3.17K 0.01% 1074
2025
Q4 		$152K Buy
13,878
+278
+2% +$3.07K 0.01% 1058
2025
Q3 		$154K Buy
13,600
+268
+2% +$3.01K 0.01% 1018
2025
Q2 		$147K Buy
13,332
+266
+2% +$2.87K 0.01% 993
2025
Q1 		$143K Buy
+13,066
New +$144K 0.01% 957
2023
Q2 		– Sell
-12,963
Closed -$135K – 636
2023
Q1 		$135K Buy
+12,963
New +$136K 0.01% 716
2021
Q2 		– Sell
-11,027
Closed -$147K – 1187
2021
Q1 		$147K Buy
+11,027
New +$144K 0.01% 1200

Other funds holding EVG

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return