ACM
EVA

Arosa Capital Management’s Enviva Inc. EVA Stock Holding History

Arosa Capital Management’s Portfolio EVA Stock Details EVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,275,700
Closed -$9.53M – 55
2023
Q3 		$9.53M Buy
1,275,700
+225,700
+21% +$2.35M 2.96% 13
2023
Q2 		$11.4M Buy
+1,050,000
New +$15.3M 2.88% 12
2022
Q2 		– Sell
-80,000
Closed -$6.33M – 89
2022
Q1 		$6.33M Buy
+80,000
New +$5.84M 1.08% 31

Other funds holding EVA

RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $333M AUM 102.25% 1-Year Est. Return
KCP
Keyframe Capital Partners New York $202K AUM 3.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.77B AUM 26.68% 1-Year Est. Return

Arosa Capital Management's EVA Position: Q4 2023 in Review

Arosa Capital Management sold out of Enviva Inc. (EVA) in Q4 2023, closing a stake of 1,275,700 shares — an estimated $9.53M sold.

Arosa Capital Management first reported a position in EVA in Q1 2022 and held it in 3 quarters. The position peaked at $11.4M in Q2 2023. 117 funds tracked by Wall St. Rank hold EVA as of Q4 2023.

  • Arosa Capital Management reported no remaining Enviva Inc. position as of Q4 2023 after selling out during the quarter.
  • Arosa Capital Management sold 1,275,700 Enviva Inc. shares in Q4 2023, an estimated $9.53M.
  • Arosa Capital Management first reported a position in Enviva Inc. in Q1 2022 and held it in 3 quarters.
  • Arosa Capital Management's Enviva Inc. position peaked at $11.4M in Q2 2023.
  • 117 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2023.

Based on Arosa Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.