AP
EVRI

Appleton Partners’s Everi Holdings EVRI Stock Holding History

Appleton Partners’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,325
Closed -$217K – 299
2022
Q1 		$217K Sell
10,325
-450
-4% -$9.58K 0.02% 294
2021
Q4 		$230K Hold
10,775
– – 0.02% 294
2021
Q3 		$261K Hold
10,775
– – 0.02% 262
2021
Q2 		$269K Hold
10,775
– – 0.02% 260
2021
Q1 		$152K Sell
10,775
-775
-7% -$11K 0.01% 278
2020
Q4 		$160K Hold
11,550
– – 0.02% 271
2020
Q3 		$95K Hold
11,550
– – 0.01% 260
2020
Q2 		$60K Sell
11,550
-2,350
-17% -$11.9K 0.01% 253
2020
Q1 		$46K Sell
13,900
-6,980
-33% -$71.2K 0.01% 256
2019
Q4 		$280K Buy
+20,880
New +$238K 0.03% 250

Other funds holding EVRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Appleton Partners's EVRI Position: Q2 2022 in Review

Appleton Partners sold out of Everi Holdings (EVRI) in Q2 2022, closing a stake of 10,325 shares — an estimated $217K sold.

Appleton Partners first reported a position in EVRI in Q4 2019 and held it in 10 quarters. The position peaked at $280K in Q4 2019. 220 funds tracked by Wall St. Rank hold EVRI as of Q2 2022.

  • Appleton Partners reported no remaining Everi Holdings position as of Q2 2022 after selling out during the quarter.
  • Appleton Partners sold 10,325 Everi Holdings shares in Q2 2022, an estimated $217K.
  • Appleton Partners first reported a position in Everi Holdings in Q4 2019 and held it in 10 quarters.
  • Appleton Partners's Everi Holdings position peaked at $280K in Q4 2019.
  • 220 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2022.

Based on Appleton Partners's 13F filing for Q2 2022, filed 8 Jul 2022.