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Anchor Capital Advisors’s EVI Industries EVI Stock Holding History

Anchor Capital Advisors’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
2023
Q4 		– Sell
-25,974
Closed -$645K – 251
2023
Q3 		$645K Hold
25,974
– – 0.02% 194
2023
Q2 		$571K Sell
25,974
-13,440
-34% -$274K 0.01% 210
2023
Q1 		$780K Buy
39,414
+1,804
+5% +$37.5K 0.02% 186
2022
Q4 		$898K Hold
37,610
– – 0.02% 178
2022
Q3 		$682K Buy
37,610
+7,234
+24% +$85.4K 0.02% 193
2022
Q2 		$303K Buy
30,376
+14,270
+89% +$190K 0.01% 240
2022
Q1 		$299K Sell
16,106
-24,094
-60% -$525K 0.01% 251
2021
Q4 		$1.25M Sell
40,200
-1,429
-3% -$45.7K 0.02% 167
2021
Q3 		$1.13M Sell
41,629
-490
-1% -$13.1K 0.02% 173
2021
Q2 		$1.2M Buy
42,119
+1,036
+3% +$30.3K 0.02% 176
2021
Q1 		$1.18M Buy
41,083
+20,626
+101% +$722K 0.03% 173
2020
Q4 		$612K Sell
20,457
-682
-3% -$20.9K 0.01% 210
2020
Q3 		$563K Buy
+21,139
New +$516K 0.01% 197

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BAM
Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Anchor Capital Advisors's EVI Position: Q4 2023 in Review

Anchor Capital Advisors sold out of EVI Industries (EVI) in Q4 2023, closing a stake of 25,974 shares — an estimated $645K sold.

Anchor Capital Advisors first reported a position in EVI in Q3 2020 and held it in 13 quarters. The position peaked at $1.25M in Q4 2021. 50 funds tracked by Wall St. Rank hold EVI as of Q4 2023.

  • Anchor Capital Advisors reported no remaining EVI Industries position as of Q4 2023 after selling out during the quarter.
  • Anchor Capital Advisors sold 25,974 EVI Industries shares in Q4 2023, an estimated $645K.
  • Anchor Capital Advisors first reported a position in EVI Industries in Q3 2020 and held it in 13 quarters.
  • Anchor Capital Advisors's EVI Industries position peaked at $1.25M in Q4 2021.
  • 50 funds tracked by Wall St. Rank held EVI Industries as of Q4 2023.

Based on Anchor Capital Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.