SG
EVV

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

StoneX 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
Q4 		– Sell
-11,411
Closed -$116K – 1121
2025
Q3 		$116K Sell
11,411
-5,416
-32% -$55.2K 0.01% 853
2025
Q2 		$173K Sell
16,827
-7,688
-31% -$76K 0.01% 794
2025
Q1 		$245K Buy
24,515
+23
+0.1% +$233 0.01% 711
2024
Q4 		$239K Buy
+24,492
New +$250K 0.01% 693

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

StoneX Group's EVV Position: Q4 2025 in Review

StoneX Group sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2025, closing a stake of 11,411 shares — an estimated $116K sold.

StoneX Group first reported a position in EVV in Q4 2024 and held it in 4 quarters. The position peaked at $245K in Q1 2025. 146 funds tracked by Wall St. Rank hold EVV as of Q4 2025.

  • StoneX Group reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2025 after selling out during the quarter.
  • StoneX Group sold 11,411 Eaton Vance Limited Duration Income Fund shares in Q4 2025, an estimated $116K.
  • StoneX Group first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2024 and held it in 4 quarters.
  • StoneX Group's Eaton Vance Limited Duration Income Fund position peaked at $245K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2025.

Based on StoneX Group's 13F filing for Q4 2025, filed 12 Feb 2026.