BIM
EVA

Baldwin Investment Management’s Enviva Inc. EVA Stock Holding History

Baldwin Investment 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
Q1 		– Sell
-40,275
Closed -$2.13M – 207
2022
Q4 		$2.13M Buy
40,275
+400
+1% +$22.9K 0.39% 49
2022
Q3 		$2.4K Sell
39,875
-2,625
-6% -$176K 0.49% 31
2022
Q2 		$2.43K Buy
42,500
+2,225
+6% +$168K 0.46% 34
2022
Q1 		$3.19K Hold
40,275
– – 0.48% 32
2021
Q4 		$2.84K Hold
40,275
– – 0.44% 39
2021
Q3 		$2.18M Hold
40,275
– – 0.38% 49
2021
Q2 		$2.11M Sell
40,275
-1,000
-2% -$49.3K 0.36% 50
2021
Q1 		$2M Hold
41,275
– – 0.36% 50
2020
Q4 		$1.88M Buy
41,275
+300
+0.7% +$13.1K 0.37% 48
2020
Q3 		$1.65M Sell
40,975
-500
-1% -$19.7K 0.39% 42
2020
Q2 		$1.5M Hold
41,475
– – 0.47% 36
2020
Q1 		$1.11M Sell
41,475
-600
-1% -$20.9K 0.38% 37
2019
Q4 		$1.57M Hold
42,075
– – 0.42% 38
2019
Q3 		$1.34M Buy
42,075
+300
+0.7% +$9.24K 0.39% 40
2019
Q2 		$1.31M Hold
41,775
– – 0.38% 40
2019
Q1 		$1.35M Buy
41,775
+200
+0.5% +$5.97K 0.41% 39
2018
Q4 		$1.15M Buy
41,575
+1,900
+5% +$56.2K 0.37% 43
2018
Q3 		$1.26M Hold
39,675
– – 0.36% 45
2018
Q2 		$1.16M Hold
39,675
– – 0.36% 45
2018
Q1 		$1.09M Buy
39,675
+375
+1% +$10.3K 0.39% 39
2017
Q4 		$1.09M Buy
39,300
+100
+0.3% +$2.88K 0.39% 38
2017
Q3 		$1.16M Hold
39,200
– – 0.44% 32
2017
Q2 		$1.08M Buy
39,200
+1,100
+3% +$30.9K 0.43% 34
2017
Q1 		$1.07M Hold
38,100
– – 0.41% 38
2016
Q4 		$1.02M Buy
38,100
+350
+0.9% +$9.5K 0.41% 35
2016
Q3 		$1.02M Buy
37,750
+2,100
+6% +$50.8K 0.44% 33
2016
Q2 		$811K Sell
35,650
-1,000
-3% -$22.3K 0.35% 47
2016
Q1 		$796K Buy
+36,650
New +$690K 0.34% 46

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Baldwin Investment Management's EVA Position: Q1 2023 in Review

Baldwin Investment Management sold out of Enviva Inc. (EVA) in Q1 2023, closing a stake of 40,275 shares — an estimated $2.13M sold.

Baldwin Investment Management first reported a position in EVA in Q1 2016 and held it in 28 quarters. The position peaked at $2.18M in Q3 2021. 176 funds tracked by Wall St. Rank hold EVA as of Q1 2023.

  • Baldwin Investment Management reported no remaining Enviva Inc. position as of Q1 2023 after selling out during the quarter.
  • Baldwin Investment Management sold 40,275 Enviva Inc. shares in Q1 2023, an estimated $2.13M.
  • Baldwin Investment Management first reported a position in Enviva Inc. in Q1 2016 and held it in 28 quarters.
  • Baldwin Investment Management's Enviva Inc. position peaked at $2.18M in Q3 2021.
  • 176 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2023.

Based on Baldwin Investment Management's 13F filing for Q1 2023, filed 15 May 2023.