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Ashton Thomas Securities’s EVI Industries EVI Stock Holding History

Ashton Thomas Securities’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
2024
Q4 		– Sell
-32
Closed -$619 – 540
2024
Q3 		$619 Buy
+32
New +$574 ﹤0.01% 1206

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
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ashton Thomas Securities's EVI Position: Q4 2024 in Review

Ashton Thomas Securities sold out of EVI Industries (EVI) in Q4 2024, closing a stake of 32 shares — an estimated $619 sold.

Ashton Thomas Securities first reported a position in EVI in Q3 2024 and held it in 1 quarter. The position peaked at $619 in Q3 2024. 57 funds tracked by Wall St. Rank hold EVI as of Q4 2024.

  • Ashton Thomas Securities reported no remaining EVI Industries position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Securities sold 32 EVI Industries shares in Q4 2024, an estimated $619.
  • Ashton Thomas Securities first reported a position in EVI Industries in Q3 2024 and held it in 1 quarter.
  • Ashton Thomas Securities's EVI Industries position peaked at $619 in Q3 2024.
  • 57 funds tracked by Wall St. Rank held EVI Industries as of Q4 2024.

Based on Ashton Thomas Securities's 13F filing for Q4 2024, filed 11 Feb 2025.