Sit entities disclose 6.6% EVV stake in Eaton Vance Limited Duration Income Fund
Rhea-AI Filing Summary
Sit Investment Associates, Inc. and Sit Fixed Income Advisors II, LLC filed Amendment No. 1 to their Schedule 13D on Eaton Vance Limited Duration Income Fund. They report beneficial ownership of 7,640,602 common shares, representing 6.6% of the fund’s outstanding shares.
The percentage is based on 116,203,460 shares outstanding as of September 30, 2025, as reported in the fund’s Form N-CSRS. The Sit entities have shared voting and dispositive power over these shares held in client accounts, while no single client account holds more than 5% and none of their directors or executive officers own shares directly.
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FAQ
What stake did Sit entities report in Eaton Vance Limited Duration Income Fund (EVV)?
How was the 6.6% ownership in EVV calculated by Sit entities?
Do any Sit clients or insiders individually own more than 5% of EVV shares?
What voting and dispositive powers do Sit entities report over EVV shares?
What is the purpose of Amendment No. 1 to the Schedule 13D for EVV?
What information is contained in Exhibit A to the Sit entities’ Schedule 13D amendment?