Stifel Financial’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Stifel Financial’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
2026 Q1	$3.05M	Buy	323,057 +40,718	+14%	+$397K	﹤0.01%	1651
2025 Q4	$2.8M	Sell	282,339 -4,244	-1%	-$42.6K	﹤0.01%	1703
2025 Q3	$2.91M	Sell	286,583 -136,164	-32%	-$1.39M	﹤0.01%	1628
2025 Q2	$4.34M	Buy	422,747 +9,214	+2%	+$91.1K	﹤0.01%	1327
2025 Q1	$4.13M	Buy	413,533 +50,162	+14%	+$508K	﹤0.01%	1297
2024 Q4	$3.55M	Buy	363,371 +11,877	+3%	+$121K	﹤0.01%	1397
2024 Q3	$3.69M	Buy	351,494 +34,207	+11%	+$344K	﹤0.01%	1380
2024 Q2	$3.09M	Buy	317,287 +29,157	+10%	+$282K	﹤0.01%	1431
2024 Q1	$2.81M	Sell	288,130 -30,381	-10%	-$297K	﹤0.01%	1496
2023 Q4	$3.05M	Sell	318,511 -10,710	-3%	-$97.6K	﹤0.01%	1391
2023 Q3	$2.98M	Buy	329,221 +9,454	+3%	+$87.9K	﹤0.01%	1334
2023 Q2	$2.99M	Sell	319,767 -157	-0%	-$1.46K	﹤0.01%	1355
2023 Q1	$3.15M	Sell	319,924 -1,428	-0.4%	-$14.3K	﹤0.01%	1299
2022 Q4	$3.02M	Sell	321,352 -204	-0.1%	-$1.97K	﹤0.01%	1254
2022 Q3	$2.96M	Sell	321,556 -2,460	-0.8%	-$25.8K	﹤0.01%	1217
2022 Q2	$3.35M	Sell	324,016 -64,440	-17%	-$690K	0.01%	1175
2022 Q1	$4.54M	Buy	388,456 +140,796	+57%	+$1.7M	0.01%	1106
2021 Q4	$3.24M	Buy	247,660 +86,031	+53%	+$1.13M	﹤0.01%	1311
2021 Q3	$2.13M	Buy	161,629 +17,567	+12%	+$233K	﹤0.01%	1533
2021 Q2	$1.91M	Buy	144,062 +38,848	+37%	+$500K	﹤0.01%	1635
2021 Q1	$1.33M	Buy	105,214 +52,365	+99%	+$659K	﹤0.01%	1810
2020 Q4	$662K	Buy	52,849 +19,422	+58%	+$234K	﹤0.01%	2139
2020 Q3	$378K	Sell	33,427 -11,815	-26%	-$137K	﹤0.01%	2257
2020 Q2	$510K	Buy	45,242 +25,485	+129%	+$278K	﹤0.01%	2025
2020 Q1	$209K	Sell	19,757 -8,346	-30%	-$103K	﹤0.01%	2413
2019 Q4	$371K	Sell	28,103 -572	-2%	-$7.33K	﹤0.01%	2431
2019 Q3	$361K	Sell	28,675 -3,384	-11%	-$42.5K	﹤0.01%	2337
2019 Q2	$407K	Sell	32,059 -798	-2%	-$10.1K	﹤0.01%	2316
2019 Q1	$418K	Sell	32,857 -11,976	-27%	-$149K	﹤0.01%	2172
2018 Q4	$535K	Sell	44,833 -77,603	-63%	-$946K	﹤0.01%	1903
2018 Q3	$1.56M	Buy	122,436 +23,690	+24%	+$300K	﹤0.01%	1408
2018 Q2	$1.25M	Sell	98,746 -24,896	-20%	-$319K	﹤0.01%	1485
2018 Q1	$1.61M	Sell	123,642 -5,473	-4%	-$72.5K	0.01%	1280
2017 Q4	$1.76M	Sell	129,115 -12,875	-9%	-$177K	0.01%	1218
2017 Q3	$1.99M	Sell	141,990 -7,287	-5%	-$102K	0.01%	1126
2017 Q2	$2.11M	Sell	149,277 -11,218	-7%	-$157K	0.01%	1074
2017 Q1	$2.23M	Sell	160,495 -49,904	-24%	-$698K	0.01%	1038
2016 Q4	$2.89M	Sell	210,399 -19,710	-9%	-$264K	0.01%	879
2016 Q3	$3.16M	Buy	230,109 +2,812	+1%	+$38.4K	0.01%	812
2016 Q2	$3.06M	Buy	227,297 +8,331	+4%	+$110K	0.01%	814
2016 Q1	$2.89M	Buy	218,966 +91,465	+72%	+$1.14M	0.02%	779
2015 Q4	$1.63M	Buy	127,501 +77,869	+157%	+$998K	0.01%	1061
2015 Q3	$629K	Buy	49,632 +1,077	+2%	+$14.3K	﹤0.01%	1431
2015 Q2	$654K	Sell	48,555 -34,563	-42%	-$492K	﹤0.01%	1548
2015 Q1	$1.2M	Sell	83,118 -23,281	-22%	-$331K	0.01%	1198
2014 Q4	$1.5M	Sell	106,399 -50,867	-32%	-$728K	0.01%	1055
2014 Q3	$2.29M	Buy	157,266 +119	+0.1%	+$1.79K	0.02%	725
2014 Q2	$2.45M	Buy	157,147 +7,850	+5%	+$121K	0.02%	693
2014 Q1	$2.28M	Buy	+149,297	New	+$2.28M	0.02%	706