Bey-Douglas LLC EVG EATON VANCE SHORT DURATION D

Ownership history in Bey-Douglas LLC  ·  9 quarters on record

AI Ownership Summary

Bey-Douglas LLC reported EATON VANCE SHORT DURATION D (EVG) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.19% in 2023 Q4. The latest visible filing shows EVG at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EVG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bey-Douglas LLC's position in EATON VANCE SHORT DURATION D, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EVG was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.19% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bey-Douglas LLC held EVG — position size vs. price
% of Fund (quarterly)    EVG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 21,306 0% 0.19% $233K 2026-02-14 (Est.) $10.87
2025 Q3 REDUCED 21,306 -329 -1.5% 0.18% $241K 2025-10-30 $10.68
2025 Q2 ADDED 21,635 +6,622 +44.1% 0.14% $239K 2025-07-24 $10.38
2025 Q1 REDUCED 11.2% +2.6% 15,013 -1,903 -11.2% 0.15% $165K 2025-05-15 $9.99
2024 Q4 REDUCED 16,916 -626 -3.6% 0.16% $185K 2025-01-30 $10.00
2024 Q3 REDUCED 17,542 -35 -0.2% 0.17% $196K 2024-11-12 $9.89
2024 Q2 UNCHANGED 17,577 0% 0.18% $192K 2024-07-19 $9.42
2024 Q1 REDUCED 17,577 -437 -2.4% 0.18% $186K 2024-05-07 $9.11
2023 Q4 INITIATED 18,014 0.19% $187K 2024-02-08 $8.87

FAQ About Bey-Douglas LLC and EVG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bey-Douglas LLC reported owning EVG?

Bey-Douglas LLC reported EVG across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EVG position in Bey-Douglas LLC's portfolio?

The largest reported portfolio weight for EVG was 0.19% in 2023 Q4.

What is the latest reported EVG position on this page?

The most recent filing on this page is 2025 Q4, when Bey-Douglas LLC reported 21,306 shares, equal to 0.19% of portfolio, with an estimated market value of $233K.

What does the chart on this EVG ownership page compare?

The chart compares Bey-Douglas LLC's quarterly EVG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bey-Douglas LLC time their EVG position?

Based on 13F filing dates vs. subsequent EVG price moves, Bey-Douglas LLC correctly timed 3 out of 7 reported position changes (43%).

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