Bank of Montreal
EVA

Bank of Montreal’s Enviva Inc. EVA Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-18,613
Closed -$803K – 4373
2023
Q1 		$803K Sell
18,613
-599
-3% -$24.4K ﹤0.01% 2185
2022
Q4 		$1.1M Buy
+19,212
New +$1.1M ﹤0.01% 2125
2022
Q1 		– Sell
-56,900
Closed -$4.08M – 4319
2021
Q4 		$4.08M Buy
56,900
+21,600
+61% +$1.45M ﹤0.01% 1311
2021
Q3 		$1.94M Hold
35,300
– – ﹤0.01% 2092
2021
Q2 		$1.86M Sell
35,300
-180
-0.5% -$8.87K ﹤0.01% 2104
2021
Q1 		$1.7M Buy
35,480
+31,630
+822% +$1.56M ﹤0.01% 1865
2020
Q4 		$179K Buy
3,850
+359
+10% +$15.7K ﹤0.01% 3282
2020
Q3 		$140K Sell
3,491
-26,759
-88% -$1.05M ﹤0.01% 2908
2020
Q2 		$1.12M Sell
30,250
-80
-0.3% -$2.66K ﹤0.01% 1874
2020
Q1 		$814K Sell
30,330
-170
-0.6% -$5.91K ﹤0.01% 1784
2019
Q4 		$1.14M Buy
30,500
+30,000
+6,000% +$1.02M ﹤0.01% 2192
2019
Q3 		$16K Sell
500
-20,000
-98% -$616K ﹤0.01% 4220
2019
Q2 		$644K Hold
20,500
– – ﹤0.01% 2276
2019
Q1 		$661K Buy
+20,500
New +$612K ﹤0.01% 2186

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
CG
Covalis (Gibraltar) Midtown, Gibraltar $22.5M AUM 9.5% 1-Year Est. Return

Bank of Montreal's EVA Position: Q2 2023 in Review

Bank of Montreal sold out of Enviva Inc. (EVA) in Q2 2023, closing a stake of 18,613 shares — an estimated $803K sold.

Bank of Montreal first reported a position in EVA in Q1 2019 and held it in 14 quarters. The position peaked at $4.08M in Q4 2021. 161 funds tracked by Wall St. Rank hold EVA as of Q2 2023.

  • Bank of Montreal reported no remaining Enviva Inc. position as of Q2 2023 after selling out during the quarter.
  • Bank of Montreal sold 18,613 Enviva Inc. shares in Q2 2023, an estimated $803K.
  • Bank of Montreal first reported a position in Enviva Inc. in Q1 2019 and held it in 14 quarters.
  • Bank of Montreal's Enviva Inc. position peaked at $4.08M in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.