BA
EVA

Bard Associates’s Enviva Inc. EVA Stock Holding History

Bard Associates’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
-65,889
Closed -$492K – 183
2023
Q3 		$492K Sell
65,889
-100
-0.2% -$1.04K 0.2% 119
2023
Q2 		$716K Buy
65,989
+10,050
+18% +$146K 0.28% 103
2023
Q1 		$1.62M Buy
55,939
+2,200
+4% +$89.8K 0.67% 54
2022
Q4 		$2.85M Sell
53,739
-40
-0.1% -$2.29K 1.23% 21
2022
Q3 		$3.23M Buy
53,779
+1,294
+2% +$87K 1.46% 16
2022
Q2 		$3M Buy
52,485
+1,350
+3% +$102K 1.29% 22
2022
Q1 		$4.05M Buy
51,135
+5,600
+12% +$409K 1.43% 12
2021
Q4 		$3.21M Buy
45,535
+4,250
+10% +$284K 1.05% 31
2021
Q3 		$2.23M Hold
41,285
– – 0.75% 53
2021
Q2 		$2.16M Buy
41,285
+27,660
+203% +$1.36M 0.71% 58
2021
Q1 		$658K Buy
13,625
+500
+4% +$24.7K 0.24% 110
2020
Q4 		$596K Hold
13,125
– – 0.24% 108
2020
Q3 		$528K Hold
13,125
– – 0.28% 99
2020
Q2 		$473K Buy
13,125
+2,500
+24% +$83.1K 0.26% 99
2020
Q1 		$284K Buy
10,625
+400
+4% +$13.9K 0.21% 107
2019
Q4 		$381K Buy
10,225
+150
+1% +$5.1K 0.19% 114
2019
Q3 		$322K Hold
10,075
– – 0.16% 125
2019
Q2 		$317K Hold
10,075
– – 0.16% 125
2019
Q1 		$325K Hold
10,075
– – 0.16% 124
2018
Q4 		$280K Sell
10,075
-7,299
-42% -$216K 0.16% 127
2018
Q3 		$552K Hold
17,374
– – 0.25% 106
2018
Q2 		$506K Buy
17,374
+2,035
+13% +$58.8K 0.23% 113
2018
Q1 		$420K Buy
15,339
+3,400
+28% +$93.2K 0.21% 118
2017
Q4 		$330K Sell
11,939
-225
-2% -$6.47K 0.16% 129
2017
Q3 		$359K Buy
12,164
+500
+4% +$14.4K 0.17% 126
2017
Q2 		$321K Buy
+11,664
New +$327K 0.15% 129

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 $5.72T AUM 30.48% 1-Year Est. Return
AFA
Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Bard Associates's EVA Position: Q4 2023 in Review

Bard Associates sold out of Enviva Inc. (EVA) in Q4 2023, closing a stake of 65,889 shares — an estimated $492K sold.

Bard Associates first reported a position in EVA in Q2 2017 and held it in 26 quarters. The position peaked at $4.05M in Q1 2022. 117 funds tracked by Wall St. Rank hold EVA as of Q4 2023.

  • Bard Associates reported no remaining Enviva Inc. position as of Q4 2023 after selling out during the quarter.
  • Bard Associates sold 65,889 Enviva Inc. shares in Q4 2023, an estimated $492K.
  • Bard Associates first reported a position in Enviva Inc. in Q2 2017 and held it in 26 quarters.
  • Bard Associates's Enviva Inc. position peaked at $4.05M in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2023.

Based on Bard Associates's 13F filing for Q4 2023, filed 13 Feb 2024.