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Bard Associates’s EVI Industries EVI Stock Holding History

Bard Associates’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
2026
Q1 		$301K Sell
14,640
-80
-0.5% -$1.79K 0.08% 108
2025
Q4 		$363K Buy
14,720
+631
+4% +$15.7K 0.09% 106
2025
Q3 		$450K Buy
14,089
+68
+0.5% +$1.78K 0.12% 120
2025
Q2 		$306K Buy
14,021
+990
+8% +$17.7K 0.1% 138
2025
Q1 		$219K Buy
13,031
+918
+8% +$16K 0.08% 150
2024
Q4 		$198K Buy
12,113
+764
+7% +$14.6K 0.07% 156
2024
Q3 		$223K Buy
+11,349
New +$204K 0.08% 154
2024
Q2 		– Sell
-8,600
Closed -$214K – 173
2024
Q1 		$214K Hold
8,600
– – 0.08% 153
2023
Q4 		$204K Hold
8,600
– – 0.08% 154
2023
Q3 		$213K Buy
+8,600
New +$217K 0.09% 154
2023
Q1 		– Sell
-8,530
Closed -$204K – 192
2022
Q4 		$204K Buy
+8,530
New +$167K 0.09% 159
2022
Q1 		– Sell
-8,600
Closed -$269K – 187
2021
Q4 		$269K Hold
8,600
– – 0.09% 153
2021
Q3 		$234K Hold
8,600
– – 0.08% 157
2021
Q2 		$244K Hold
8,600
– – 0.08% 149
2021
Q1 		$247K Hold
8,600
– – 0.09% 140
2020
Q4 		$257K Hold
8,600
– – 0.1% 135
2020
Q3 		$229K Buy
+8,600
New +$210K 0.12% 132
2020
Q1 		– Sell
-8,600
Closed -$233K – 161
2019
Q4 		$233K Sell
8,600
-1,000
-10% -$31.4K 0.12% 134
2019
Q3 		$306K Hold
9,600
– – 0.16% 126
2019
Q2 		$367K Hold
9,600
– – 0.18% 119
2019
Q1 		$366K Hold
9,600
– – 0.18% 121
2018
Q4 		$320K Hold
9,600
– – 0.19% 122
2018
Q3 		$374K Sell
9,600
-1,000
-9% -$42K 0.17% 125
2018
Q2 		$427K Hold
10,600
– – 0.2% 126
2018
Q1 		$416K Sell
10,600
-46,100
-81% -$1.73M 0.21% 119
2017
Q4 		$2.27M Sell
56,700
-112,401
-66% -$3.21M 1.09% 23
2017
Q3 		$4.68M Sell
169,101
-6,000
-3% -$169K 2.18% 3
2017
Q2 		$4.74M Sell
175,101
-61,704
-26% -$1.43M 2.15% 4
2017
Q1 		$4.49M Sell
236,805
-21,900
-8% -$390K 2.08% 4
2016
Q4 		$3.75M Sell
258,705
-201,084
-44% -$2.28M 1.74% 12
2016
Q3 		$3.74M Sell
459,789
-8,800
-2% -$43.7K 1.83% 11
2016
Q2 		$1.79M Sell
468,589
-3,400
-0.7% -$13.1K 0.95% 38
2016
Q1 		$1.53M Buy
471,989
+22,550
+5% +$79.2K 0.88% 38
2015
Q4 		$1.87M Sell
449,439
-9,140
-2% -$34.9K 1.11% 27
2015
Q3 		$1.83M Sell
458,579
-15,700
-3% -$73.5K 1.05% 29
2015
Q2 		$2.12M Sell
474,279
-13,800
-3% -$54.2K 1.05% 27
2015
Q1 		$1.45M Sell
488,079
-7,200
-1% -$18.4K 0.7% 61
2014
Q4 		$1.36M Hold
495,279
– – 0.64% 61
2014
Q3 		$1.26M Sell
495,279
-500
-0.1% -$1.28K 0.59% 70
2014
Q2 		$1.24M Sell
495,779
-4,500
-0.9% -$12.6K 0.49% 80
2014
Q1 		$1.69M Buy
500,279
+6,500
+1% +$20.7K 0.71% 53
2013
Q4 		$1.48M Sell
493,779
-4,200
-0.8% -$13.1K 0.62% 62
2013
Q3 		$986K Sell
497,979
-5,000
-1% -$9.03K 0.44% 84
2013
Q2 		$884K Buy
+502,979
New +$832K 0.41% 83

Other funds holding EVI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bard Associates's EVI Position: Q1 2026 in Review

Bard Associates reduced its EVI Industries (EVI) stake by 0.54% in Q1 2026, selling an estimated $1.79K and leaving 14,640 shares worth $301K. The position accounts for 0.08% of the portfolio, ranked #108.

Bard Associates first reported a position in EVI in Q2 2013 and has held it in 44 quarters since. The position peaked at $4.74M in Q2 2017. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Bard Associates held 14,640 shares of EVI Industries worth $301K as of Q1 2026.
  • Bard Associates sold 80 EVI Industries shares in Q1 2026, an estimated $1.79K.
  • EVI Industries made up 0.08% of Bard Associates's portfolio in Q1 2026, its #108 holding.
  • Bard Associates first reported a position in EVI Industries in Q2 2013 and has held it in 44 quarters since.
  • Bard Associates's EVI Industries position peaked at $4.74M in Q2 2017.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Bard Associates's 13F filing for Q1 2026, filed 8 May 2026.