TIM
EVG

Tortoise Investment Management’s Eaton Vance Short Duration Diversified Income Fund EVG Stock Holding History

Tortoise Investment 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
Q4 		– Sell
-550
Closed -$6.22K – 628
2025
Q3 		$6.22K Buy
550
+11
+2% +$123 ﹤0.01% 672
2025
Q2 		$5.94K Buy
539
+11
+2% +$119 ﹤0.01% 643
2025
Q1 		$5.8K Buy
528
+10
+2% +$110 ﹤0.01% 623
2024
Q4 		$5.65K Buy
518
+11
+2% +$123 ﹤0.01% 678
2024
Q3 		$5.66K Buy
507
+11
+2% +$122 ﹤0.01% 681
2024
Q2 		$5.36K Buy
496
+11
+2% +$118 ﹤0.01% 685
2024
Q1 		$5.12K Buy
485
+11
+2% +$117 ﹤0.01% 677
2023
Q4 		$4.92K Buy
474
+10
+2% +$101 ﹤0.01% 634
2023
Q3 		$4.81K Buy
464
+11
+2% +$111 ﹤0.01% 624
2023
Q2 		$4.45K Buy
+453
New +$4.45K ﹤0.01% 626

Other funds holding EVG

Ameriprise
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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
First Trust Advisors
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Tortoise Investment Management's EVG Position: Q4 2025 in Review

Tortoise Investment Management sold out of Eaton Vance Short Duration Diversified Income Fund (EVG) in Q4 2025, closing a stake of 550 shares — an estimated $6.22K sold.

Tortoise Investment Management first reported a position in EVG in Q2 2023 and held it in 10 quarters. The position peaked at $6.22K in Q3 2025. 43 funds tracked by Wall St. Rank hold EVG as of Q4 2025.

  • Tortoise Investment Management reported no remaining Eaton Vance Short Duration Diversified Income Fund position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 550 Eaton Vance Short Duration Diversified Income Fund shares in Q4 2025, an estimated $6.22K.
  • Tortoise Investment Management first reported a position in Eaton Vance Short Duration Diversified Income Fund in Q2 2023 and held it in 10 quarters.
  • Tortoise Investment Management's Eaton Vance Short Duration Diversified Income Fund position peaked at $6.22K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Eaton Vance Short Duration Diversified Income Fund as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.