Stephens Inc’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $216K | Buy |
23,100
+5,944
| +35% | +$55.6K | ﹤0.01% | 1204 |
|
|
2026
Q1 | $162K | Buy |
17,156
+700
| +4% | +$6.82K | ﹤0.01% | 1228 |
|
|
2025
Q4 | $163K | Sell |
16,456
-1,493
| -8% | -$15K | ﹤0.01% | 1225 |
|
|
2025
Q3 | $182K | Buy |
17,949
+6,950
| +63% | +$70.9K | ﹤0.01% | 1227 |
|
|
2025
Q2 | $113K | Buy |
10,999
+732
| +7% | +$7.24K | ﹤0.01% | 1211 |
|
|
2025
Q1 | $102K | Sell |
10,267
-125
| -1% | -$1.26K | ﹤0.01% | 1174 |
|
|
2024
Q4 | $102K | Sell |
10,392
-12,337
| -54% | -$126K | ﹤0.01% | 1202 |
|
|
2024
Q3 | $239K | Sell |
22,729
-200
| -0.9% | -$2.01K | ﹤0.01% | 1124 |
|
|
2024
Q2 | $223K | Sell |
22,929
-7,121
| -24% | -$68.8K | ﹤0.01% | 1117 |
|
|
2024
Q1 | $293K | Sell |
30,050
-7,140
| -19% | -$69.8K | ﹤0.01% | 1012 |
|
|
2023
Q4 | $356K | Buy |
37,190
+2,425
| +7% | +$22.1K | 0.01% | 868 |
|
|
2023
Q3 | $314K | Buy |
34,765
+2,325
| +7% | +$21.6K | 0.01% | 891 |
|
|
2023
Q2 | $304K | Buy |
32,440
+6,580
| +25% | +$61.2K | 0.01% | 907 |
|
|
2023
Q1 | $255K | Sell |
25,860
-6,005
| -19% | -$60.3K | ﹤0.01% | 945 |
|
|
2022
Q4 | $299K | Buy |
31,865
+9,855
| +45% | +$95.2K | 0.01% | 857 |
|
|
2022
Q3 | $203K | Sell |
22,010
-4,810
| -18% | -$50.4K | ﹤0.01% | 1027 |
|
|
2022
Q2 | $277K | Buy |
26,820
+10,660
| +66% | +$114K | 0.01% | 949 |
|
|
2022
Q1 | $189K | Buy |
16,160
+4,785
| +42% | +$57.7K | ﹤0.01% | 1189 |
|
|
2021
Q4 | $149K | Sell |
11,375
-3,640
| -24% | -$47.9K | ﹤0.01% | 1239 |
|
|
2021
Q3 | $198K | Sell |
15,015
-5,180
| -26% | -$68.8K | ﹤0.01% | 1223 |
|
|
2021
Q2 | $268K | Sell |
20,195
-6,520
| -24% | -$84K | ﹤0.01% | 1085 |
|
|
2021
Q1 | $337K | Sell |
26,715
-6,734
| -20% | -$84.7K | 0.01% | 962 |
|
|
2020
Q4 | $419K | Sell |
33,449
-2,470
| -7% | -$29.7K | 0.01% | 822 |
|
|
2020
Q3 | $406K | Sell |
35,919
-3,810
| -10% | -$44K | 0.01% | 787 |
|
|
2020
Q2 | $448K | Sell |
39,729
-9,060
| -19% | -$98.7K | 0.01% | 725 |
|
|
2020
Q1 | $516K | Buy |
48,789
+19,590
| +67% | +$243K | 0.01% | 632 |
|
|
2019
Q4 | $387K | Sell |
29,199
-2,675
| -8% | -$34.3K | 0.01% | 796 |
|
|
2019
Q3 | $398K | Sell |
31,874
-500
| -2% | -$6.28K | 0.01% | 817 |
|
|
2019
Q2 | $410K | Sell |
32,374
-3,135
| -9% | -$39.6K | 0.01% | 806 |
|
|
2019
Q1 | $449K | Sell |
35,509
-7,870
| -18% | -$98K | 0.01% | 786 |
|
|
2018
Q4 | $517K | Buy |
43,379
+4,175
| +11% | +$50.9K | 0.01% | 698 |
|
|
2018
Q3 | $497K | Buy |
39,204
+6,405
| +20% | +$81.2K | 0.01% | 778 |
|
|
2018
Q2 | $413K | Buy |
+32,799
| New | +$421K | 0.01% | 646 |
|
Other funds holding EVV
SIA
GC
CPIG
Stephens Inc's EVV Position: Q2 2026 in Review
Stephens Inc increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 35% in Q2 2026, buying an estimated $55.6K and bringing the position to 23,100 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.
Stephens Inc first reported a position in EVV in Q2 2018 and has held it in 33 quarters since. The position peaked at $517K in Q4 2018. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.
- Stephens Inc held 23,100 shares of Eaton Vance Limited Duration Income Fund worth $216K as of Q2 2026.
- Stephens Inc bought 5,944 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $55.6K.
- Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Stephens Inc's portfolio in Q2 2026, its #1204 holding.
- Stephens Inc first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2018 and has held it in 33 quarters since.
- Stephens Inc's Eaton Vance Limited Duration Income Fund position peaked at $517K in Q4 2018.
- 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.
Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.