Ameriprise
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Ameriprise’s EVI Industries EVI Stock Holding History

Ameriprise’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-27,719
Closed -$277K – 3979
2022
Q2 		$277K Sell
27,719
-12,275
-31% -$163K ﹤0.01% 3588
2022
Q1 		$744K Hold
39,994
– – ﹤0.01% 3324
2021
Q4 		$1.25M Hold
39,994
– – ﹤0.01% 3155
2021
Q3 		$1.09M Buy
39,994
+625
+2% +$16.7K ﹤0.01% 3132
2021
Q2 		$1.12M Hold
39,369
– – ﹤0.01% 3180
2021
Q1 		$1.13M Sell
39,369
-20,019
-34% -$701K ﹤0.01% 3099
2020
Q4 		$1.78M Sell
59,388
-3,888
-6% -$119K ﹤0.01% 2853
2020
Q3 		$1.68M Buy
63,276
+773
+1% +$18.9K ﹤0.01% 2755
2020
Q2 		$1.36M Sell
62,503
-20,125
-24% -$396K ﹤0.01% 2784
2020
Q1 		$1.3M Buy
82,628
+9,800
+13% +$220K ﹤0.01% 2699
2019
Q4 		$1.97M Buy
72,828
+19,250
+36% +$603K ﹤0.01% 2737
2019
Q3 		$1.71M Sell
53,578
-1,125
-2% -$37.3K ﹤0.01% 2772
2019
Q2 		$2.09M Sell
54,703
-4,405
-7% -$163K ﹤0.01% 2724
2019
Q1 		$2.25M Buy
59,108
+229
+0.4% +$8.37K ﹤0.01% 2683
2018
Q4 		$1.96M Buy
58,879
+11,000
+23% +$411K ﹤0.01% 2653
2018
Q3 		$1.86M Buy
47,879
+10,500
+28% +$441K ﹤0.01% 2843
2018
Q2 		$1.51M Buy
37,379
+5,402
+17% +$209K ﹤0.01% 2851
2018
Q1 		$1.26M Buy
31,977
+10,834
+51% +$406K ﹤0.01% 2878
2017
Q4 		$846K Buy
+21,143
New +$603K ﹤0.01% 3045

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Ameriprise's EVI Position: Q3 2022 in Review

Ameriprise sold out of EVI Industries (EVI) in Q3 2022, closing a stake of 27,719 shares — an estimated $277K sold.

Ameriprise first reported a position in EVI in Q4 2017 and held it in 19 quarters. The position peaked at $2.25M in Q1 2019. 32 funds tracked by Wall St. Rank hold EVI as of Q3 2022.

  • Ameriprise reported no remaining EVI Industries position as of Q3 2022 after selling out during the quarter.
  • Ameriprise sold 27,719 EVI Industries shares in Q3 2022, an estimated $277K.
  • Ameriprise first reported a position in EVI Industries in Q4 2017 and held it in 19 quarters.
  • Ameriprise's EVI Industries position peaked at $2.25M in Q1 2019.
  • 32 funds tracked by Wall St. Rank held EVI Industries as of Q3 2022.

Based on Ameriprise's 13F filing for Q3 2022, filed 14 Nov 2022.