Tallon Kerry Patrick’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Tallon Kerry Patrick’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
2024 Q4	$244K	Buy	+22,181	New	+$248K	0.23%	75

Other funds holding EVG

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Tallon Kerry Patrick's EVG Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2024: 22,181 shares worth $244K. The stake represents 0.23% of the portfolio and ranks #75 among its holdings.

46 funds tracked by Wall St. Rank hold EVG as of Q4 2024.

Tallon Kerry Patrick held 22,181 shares of Eaton Vance Short Duration Diversified Income Fund worth $244K as of Q4 2024.
Eaton Vance Short Duration Diversified Income Fund was a new Tallon Kerry Patrick position in Q4 2024.
Eaton Vance Short Duration Diversified Income Fund made up 0.23% of Tallon Kerry Patrick's portfolio in Q4 2024, its #75 holding.
46 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.