SAM
EVG

Synergy Asset Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Synergy Asset Management’s Portfolio EVG Stock Details EVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$11.2K – 300
2024
Q4 		$11.2K Buy
+1,000
New +$11.2K ﹤0.01% 448

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LPL Financial
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AAM
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Synergy Asset Management's EVG Position: Q1 2025 in Review

Synergy Asset Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q1 2025, closing a stake of 1,000 shares — an estimated $11.2K sold.

Synergy Asset Management first reported a position in EVG in Q4 2024 and held it in 1 quarter. The position peaked at $11.2K in Q4 2024. 42 funds tracked by Wall St. Rank hold EVG as of Q1 2025.

  • Synergy Asset Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,000 Eaton Vance Short Duration Diversified Income Fund shares in Q1 2025, an estimated $11.2K.
  • Synergy Asset Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $11.2K in Q4 2024.
  • 42 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.