WAM
EVV

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

Wolverine 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
2026
Q2 		$1.97M Buy
210,171
+62,875
+43% +$588K 0.02% 605
2026
Q1 		$1.39M Buy
147,296
+95,960
+187% +$936K 0.01% 683
2025
Q4 		$509K Buy
51,336
+47,209
+1,144% +$473K ﹤0.01% 923
2025
Q3 		$41.9K Buy
+4,127
New +$42.1K ﹤0.01% 1214
2024
Q3 		– Sell
-10,372
Closed -$101K – 1692
2024
Q2 		$101K Buy
10,372
+9,860
+1,926% +$95.3K ﹤0.01% 1096
2024
Q1 		$4.99K Buy
+512
New +$5K ﹤0.01% 1388
2023
Q4 		– Sell
-171,469
Closed -$1.55M – 1856
2023
Q3 		$1.55M Buy
171,469
+27,184
+19% +$253K 0.02% 602
2023
Q2 		$1.35M Buy
+144,285
New +$1.34M 0.02% 606
2023
Q1 		– Sell
-29,988
Closed -$282K – 1954
2022
Q4 		$282K Buy
29,988
+27,138
+952% +$262K ﹤0.01% 1076
2022
Q3 		$26K Buy
+2,850
New +$29.8K ﹤0.01% 1769
2020
Q4 		– Sell
-10,639
Closed -$120K – 1718
2020
Q3 		$120K Buy
10,639
+4,804
+82% +$55.5K ﹤0.01% 1103
2020
Q2 		$65K Buy
+5,835
New +$63.6K ﹤0.01% 1181
2019
Q4 		– Sell
-49,337
Closed -$616K – 1405
2019
Q3 		$616K Buy
49,337
+45,657
+1,241% +$574K 0.01% 724
2019
Q2 		$46K Buy
+3,680
New +$46.5K ﹤0.01% 1210
2019
Q1 		– Sell
-55,674
Closed -$663K – 1473
2018
Q4 		$663K Sell
55,674
-109,171
-66% -$1.33M 0.01% 955
2018
Q3 		$2.09M Sell
164,845
-19,038
-10% -$241K 0.02% 572
2018
Q2 		$2.31M Buy
183,883
+29,701
+19% +$381K 0.03% 479
2018
Q1 		$2.01M Buy
154,182
+125,260
+433% +$1.66M 0.03% 531
2017
Q4 		$394K Buy
+28,922
New +$397K ﹤0.01% 954
2015
Q3 		– Sell
-8,585
Closed -$115K – 1854
2015
Q2 		$115K Buy
8,585
+3,124
+57% +$44.4K ﹤0.01% 1068
2015
Q1 		$78K Buy
+5,461
New +$77.5K ﹤0.01% 1145
2014
Q2 		– Sell
-36,813
Closed -$561K – 2385
2014
Q1 		$561K Sell
36,813
-28,208
-43% -$431K 0.01% 565
2013
Q4 		$994K Buy
65,021
+54,796
+536% +$825K 0.02% 520
2013
Q3 		$159K Sell
10,225
-4,453
-30% -$67.4K ﹤0.01% 1268
2013
Q2 		$234K Buy
+14,678
New +$248K 0.01% 1057

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
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wolverine Asset Management's EVV Position: Q2 2026 in Review

Wolverine Asset Management increased its Eaton Vance Limited Duration Income Fund (EVV) stake by 43% in Q2 2026, buying an estimated $588K and bringing the position to 210,171 shares worth $1.97M. The position accounts for 0.02% of the portfolio, ranked #605.

Wolverine Asset Management first reported a position in EVV in Q2 2013 and has held it in 25 quarters since. The position peaked at $2.31M in Q2 2018. 145 funds tracked by Wall St. Rank hold EVV as of Q2 2026.

  • Wolverine Asset Management held 210,171 shares of Eaton Vance Limited Duration Income Fund worth $1.97M as of Q2 2026.
  • Wolverine Asset Management bought 62,875 Eaton Vance Limited Duration Income Fund shares in Q2 2026, an estimated $588K.
  • Eaton Vance Limited Duration Income Fund made up 0.02% of Wolverine Asset Management's portfolio in Q2 2026, its #605 holding.
  • Wolverine Asset Management first reported a position in Eaton Vance Limited Duration Income Fund in Q2 2013 and has held it in 25 quarters since.
  • Wolverine Asset Management's Eaton Vance Limited Duration Income Fund position peaked at $2.31M in Q2 2018.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Limited Duration Income Fund as of Q2 2026.

Based on Wolverine Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.