VAM
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Verity Asset Management’s Eaton Vance Limited Duration Income Fund EVV Stock Holding History

Verity Asset Management’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
-16,061
Closed -$169K – 199
2024
Q3 		$169K Sell
16,061
-1,773
-10% -$17.8K 0.06% 200
2024
Q2 		$174K Sell
17,834
-1,168
-6% -$11.3K 0.07% 195
2024
Q1 		$185K Sell
19,002
-727
-4% -$7.1K 0.1% 196
2023
Q4 		$189K Buy
+19,729
New +$180K 0.12% 179

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

Verity Asset Management's EVV Position: Q4 2024 in Review

Verity Asset Management sold out of Eaton Vance Limited Duration Income Fund (EVV) in Q4 2024, closing a stake of 16,061 shares — an estimated $169K sold.

Verity Asset Management first reported a position in EVV in Q4 2023 and held it in 4 quarters. The position peaked at $189K in Q4 2023. 166 funds tracked by Wall St. Rank hold EVV as of Q4 2024.

  • Verity Asset Management reported no remaining Eaton Vance Limited Duration Income Fund position as of Q4 2024 after selling out during the quarter.
  • Verity Asset Management sold 16,061 Eaton Vance Limited Duration Income Fund shares in Q4 2024, an estimated $169K.
  • Verity Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q4 2023 and held it in 4 quarters.
  • Verity Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $189K in Q4 2023.
  • 166 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q4 2024.

Based on Verity Asset Management's 13F filing for Q4 2024, filed 27 Jan 2025.