SF
EVV

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

Summit 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 		$1.97M Buy
208,208
+15,793
+8% +$154K 0.03% 580
2025
Q4 		$1.91M Buy
192,415
+25,559
+15% +$256K 0.03% 510
2025
Q3 		$1.69M Buy
166,856
+8,098
+5% +$82.6K 0.03% 515
2025
Q2 		$1.63M Buy
158,758
+64,642
+69% +$639K 0.04% 327
2025
Q1 		$939K Buy
94,116
+11,967
+15% +$121K 0.03% 387
2024
Q4 		$803K Buy
82,149
+8,680
+12% +$88.7K 0.03% 359
2024
Q3 		$772K Buy
73,469
+16,843
+30% +$169K 0.03% 302
2024
Q2 		$552K Buy
56,626
+39,440
+229% +$381K 0.03% 312
2024
Q1 		$168K Buy
+17,186
New +$168K 0.01% 376

Other funds holding EVV

Morgan Stanley
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.47B AUM 19.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return