Stonegate Investment Group’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Stonegate Investment Group’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 Q3	$188K	Hold	18,552	–	–	﹤0.01%	390
2025 Q2	$190K	Hold	18,552	–	–	﹤0.01%	389
2025 Q1	$185K	Hold	18,552	–	–	﹤0.01%	348
2024 Q4	$181K	Hold	18,552	–	–	﹤0.01%	338
2024 Q3	$195K	Hold	18,552	–	–	0.01%	348
2024 Q2	$181K	Hold	18,552	–	–	0.01%	340
2024 Q1	$181K	Hold	18,552	–	–	0.01%	317
2023 Q4	$178K	Hold	18,552	–	–	0.01%	291
2023 Q3	$168K	Hold	18,552	–	–	0.01%	283
2023 Q2	$174K	Hold	18,552	–	–	0.01%	296
2023 Q1	$183K	Hold	18,552	–	–	0.01%	295
2022 Q4	$174K	Hold	18,552	–	–	0.01%	290
2022 Q3	$171K	Hold	18,552	–	–	0.01%	271
2022 Q2	$192K	Hold	18,552	–	–	0.01%	275
2022 Q1	$217K	Hold	18,552	–	–	0.01%	238
2021 Q4	$243K	Buy	+18,552	New	+$244K	0.01%	230

Other funds holding EVV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

Stonegate Investment Group's EVV Position: Q3 2025 in Review

Stonegate Investment Group held its Eaton Vance Limited Duration Income Fund (EVV) position steady in Q3 2025 at 18,552 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Stonegate Investment Group first reported a position in EVV in Q4 2021 and has held it in 16 quarters since. The position peaked at $243K in Q4 2021. 141 funds tracked by Wall St. Rank hold EVV as of Q3 2025.

Stonegate Investment Group held 18,552 shares of Eaton Vance Limited Duration Income Fund worth $188K as of Q3 2025.
Stonegate Investment Group left its Eaton Vance Limited Duration Income Fund share count unchanged in Q3 2025.
Eaton Vance Limited Duration Income Fund made up ﹤0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #390 holding.
Stonegate Investment Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2021 and has held it in 16 quarters since.
Stonegate Investment Group's Eaton Vance Limited Duration Income Fund position peaked at $243K in Q4 2021.
141 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.