UBS AM
EVV

UBS AM’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

UBS AM’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
2024
Q4 		– Sell
-20,000
Closed -$210K – 2686
2024
Q3 		$210K Sell
20,000
-15,000
-43% -$151K ﹤0.01% 2756
2024
Q2 		$341K Buy
+35,000
New +$338K ﹤0.01% 2706

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

UBS AM's EVV Position: Q4 2024 in Review

UBS AM sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 20,000 shares — an estimated $210K sold.

UBS AM first reported a position in EVV in Q2 2024 and held it in 2 quarters. The position peaked at $341K in Q2 2024. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

  • UBS AM reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
  • UBS AM sold 20,000 Eaton Vance Limited Duration Income Fund shares in Q4 2024, an estimated $210K.
  • UBS AM first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2024 and held it in 2 quarters.
  • UBS AM's Eaton Vance Limited Duration Income Fund position peaked at $341K in Q2 2024.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on UBS AM's 13F filing for Q4 2024, filed 14 Feb 2025.