Bank of Montreal
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Bank of Montreal’s EVI Industries EVI Stock Holding History

Bank of Montreal’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
2021
Q2 		– Sell
-217
Closed -$6K – 4058
2021
Q1 		$6K Sell
217
-637
-75% -$22.3K ﹤0.01% 4569
2020
Q4 		$28K Buy
854
+547
+178% +$16.8K ﹤0.01% 4256
2020
Q3 		$8K Sell
307
-158
-34% -$3.86K ﹤0.01% 4217
2020
Q2 		$10K Buy
+465
New +$9.16K ﹤0.01% 4163
2020
Q1 		– Sell
-578
Closed -$16K – 4267
2019
Q4 		$16K Buy
578
+177
+44% +$5.55K ﹤0.01% 4406
2019
Q3 		$13K Buy
401
+21
+6% +$697 ﹤0.01% 4313
2019
Q2 		$15K Buy
+380
New +$14.1K ﹤0.01% 4332
2019
Q1 		– Sell
-55
Closed -$2K – 4431
2018
Q4 		$2K Buy
55
+29
+112% +$1.08K ﹤0.01% 4361
2018
Q3 		$1K Hold
26
– – ﹤0.01% 4517
2018
Q2 		$1K Buy
+26
New +$1K ﹤0.01% 4513

Other funds holding EVI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.79B AUM 38.49% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Bank of Montreal's EVI Position: Q2 2021 in Review

Bank of Montreal sold out of EVI Industries (EVI) in Q2 2021, closing a stake of 217 shares — an estimated $6K sold.

Bank of Montreal first reported a position in EVI in Q2 2018 and held it in 10 quarters. The position peaked at $28K in Q4 2020. 47 funds tracked by Wall St. Rank hold EVI as of Q2 2021.

  • Bank of Montreal reported no remaining EVI Industries position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 217 EVI Industries shares in Q2 2021, an estimated $6K.
  • Bank of Montreal first reported a position in EVI Industries in Q2 2018 and held it in 10 quarters.
  • Bank of Montreal's EVI Industries position peaked at $28K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held EVI Industries as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.