eaton vance corp. is one of the oldest investment management firms in the united states, with a history dating to 1924. eaton vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. the company’s long record of exemplary service, timely innovation and attractive returns through a variety of market conditions has made eaton vance the investment manager of choice for many of today’s most discerning investors. for important disclosure please visit: www.eatonvance.com/socialmedia
Company profile
Ticker
EVG
Exchange
Employees
Location
Fiscal year end
Former names
EATON VANCE LOW DURATION DIVERSIFIED INCOME FUND
SEC CIK
EVG stock data
Latest filings (excl ownership)
N-CEN
Annual report (registered investment company)
10 Jan 24
N-CSR
Certified annual shareholder report (management investment company)
27 Dec 23
DEF 14A
Definitive proxy
22 Dec 23
8-K
Other Events
18 Oct 23
N-PX
Annual report of proxy voting record
23 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Jun 23
8-K
Other Events
3 Apr 23
8-K
Other Events
1 Feb 23
N-CEN
Annual report (registered investment company)
11 Jan 23
8-K
Other Events
4 Jan 23
Latest ownership filings
NPORT-P
Eaton Vance Short Duration Diversified Income Fund (Jan 2024 report)
28 Mar 24
SC 13G/A
SIT INVESTMENT ASSOCIATES INC
6 Feb 24
3
Laura Donovan
11 Jan 24
NPORT-P
Eaton Vance Short Duration Diversified Income Fund (Oct 2023 report)
11 Dec 23
3
Kenneth A Topping
23 Oct 23
NPORT-P
Eaton Vance Short Duration Diversified Income Fund (Jul 2023 report)
29 Sep 23
4
THOMAS E FAUST JR
8 Aug 23
NPORT-P
Eaton Vance Short Duration Diversified Income Fund (Apr 2023 report)
21 Jun 23
3
Anchal Pachnanda
6 Apr 23
NPORT-P
Eaton Vance Short Duration Diversified Income Fund (Jan 2023 report)
31 Mar 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Eaton Vance Short Duration Diversified Income Fund | – | 0.66 | -0.56 | -0.68 | 191.63 mm | 659 | Oct 2023 |
Institutional ownership, Q3 2023
33.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 44 |
Opened positions | 3 |
Closed positions | 5 |
Increased positions | 17 |
Reduced positions | 16 |
13F shares | Current |
---|---|
Total value | 27.33 bn |
Total shares | 4.47 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Sit Investment Associates | 1.15 mm | $11.95 mm |
MS Morgan Stanley | 564.77 k | $5.86 bn |
First Trust Portfolios | 553.69 k | $0.00 |
Kennedy Investment | 423.10 k | $4.39 bn |
AMP Ameriprise Financial | 221.05 k | $2.29 bn |
Advisor | 187.04 k | $1.94 bn |
Guggenheim Capital | 160.52 k | $1.66 bn |
IVZ Invesco | 144.73 k | $1.50 bn |
First Trust Advisors | 119.87 k | $1.24 bn |
Cornerstone Wealth Management | 73.92 k | $766.58 mm |