EVG: Ameriprise discloses 11.3% stake (1,516,037 shares)
Ameriprise Financial reported a passive stake in Eaton Vance Short Duration Diversified Income Fund (EVG) via a Schedule 13G/A (Amendment No. 3).
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Filing Summary
Ameriprise Financial reported a passive stake in Eaton Vance Short Duration Diversified Income Fund (EVG) via a Schedule 13G/A (Amendment No. 3). The filing shows beneficial ownership of 1,516,037 shares, representing 11.3% of the class, with a Date of Event of 09/30/2025.
Ameriprise Financial, Inc. (parent, type HC) and Ameriprise Financial Services, LLC (adviser, type IA) report no sole or shared voting power and shared dispositive power over 1,516,037 shares. The certification states the securities were acquired and are held in the ordinary course of business and not to change or influence control. Each reporting person disclaims beneficial ownership as described.
Insights
Passive 11.3% stake with no voting power disclosed.
Ameriprise and its advisory affiliate report beneficial ownership of 1,516,037 shares of EVG, equal to 11.3% of the class as of 09/30/2025. They disclose shared dispositive power over those shares and no voting power, consistent with an investment adviser role.
The certification indicates securities are held in the ordinary course and not to influence control, aligning with a Schedule 13G passive filing. Cash-flow treatment is not addressed in this ownership report.
Subsequent filings may update percentage ownership if share counts change or positions are adjusted.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake did Ameriprise report in EVG on Schedule 13G/A?
Who are the reporting persons in the EVG 13G/A?
What is the Date of Event for the reported ownership?
Is the EVG stake reported as passive?
AI-generated analysis. How Rhea-AI works. Not financial advice.