MORGAN STANLEY
Position in EVG — Eaton Vance Short Duration Diversified Income Fund
CIK 895421
NEW YORK, NY
Position in EVG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,537,003
-$270,635 QoQ
Shares Held
328,108
-7.9% QoQ
Ownership
2.44%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 41 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EVG Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $26,924,699,662 across 472 Asset Management names. EVG ranks #318 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
34,842,332 | $4,099,897,196 | |
| 2 | BLK |
BlackRock, Inc.
|
3,487,404 | $3,353,348,182 | |
| 3 | APO |
Apollo Global Management, Inc.
|
8,937,664 | $1,057,415,020 | |
| 4 | KKR |
KKR & Co. Inc.
|
9,004,913 | $826,470,907 | |
| 5 | STT |
State Street Corp
|
4,731,988 | $802,545,157 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,743,842 | $800,004,946 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
13,738,306 | $585,114,445 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
1,487,219 | $503,274,901 |
All Filings in EVG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,537,003 | 328,108 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,807,638 | 356,187 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,691,233 | 338,025 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $3,733,336 | 329,800 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $3,541,964 | 321,121 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $3,916,697 | 356,712 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,856,014 | 353,115 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $4,554,955 | 407,420 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $4,569,522 | 423,104 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $4,438,241 | 420,288 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $5,646,179 | 543,948 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $5,856,654 | 564,769 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $5,426,136 | 553,123 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,879,190 | 562,602 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,596,521 | 549,217 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,377,789 | 548,754 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,987,223 | 556,951 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $6,144,752 | 531,553 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $6,257,468 | 471,550 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,502,050 | 412,757 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $5,661,605 | 426,647 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,775,226 | 438,847 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,585,249 | 451,881 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $4,756,810 | 415,442 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,452,502 | 392,291 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,789,135 | 346,673 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||