BIC
EVA

Beach Investment Counsel’s Enviva Inc. EVA Stock Holding History

Beach Investment Counsel’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
-66,850
Closed -$3.54M – 160
2022
Q4 		$3.54M Hold
66,850
– – 0.44% 55
2022
Q3 		$4.01M Sell
66,850
-35,793
-35% -$2.41M 0.57% 45
2022
Q2 		$5.87M Buy
102,643
+667
+0.7% +$50.2K 0.74% 40
2022
Q1 		$8.07M Buy
+101,976
New +$7.45M 0.85% 34
2021
Q4 		– Sell
-102,643
Closed -$5.55M – 168
2021
Q3 		$5.55M Hold
102,643
– – 0.53% 47
2021
Q2 		$5.38M Sell
102,643
-6,881
-6% -$339K 0.48% 50
2021
Q1 		$5.29M Hold
109,524
– – 0.47% 55
2020
Q4 		$4.97M Buy
109,524
+174
+0.2% +$7.59K 0.47% 59
2020
Q3 		$4.4M Buy
109,350
+20,649
+23% +$812K 0.52% 54
2020
Q2 		$3.2M Buy
+88,701
New +$2.95M 0.43% 61

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

Beach Investment Counsel's EVA Position: Q1 2023 in Review

Beach Investment Counsel sold out of Enviva Inc. (EVA) in Q1 2023, closing a stake of 66,850 shares — an estimated $3.54M sold.

Beach Investment Counsel first reported a position in EVA in Q2 2020 and held it in 10 quarters. The position peaked at $8.07M in Q1 2022. 176 funds tracked by Wall St. Rank hold EVA as of Q1 2023.

  • Beach Investment Counsel reported no remaining Enviva Inc. position as of Q1 2023 after selling out during the quarter.
  • Beach Investment Counsel sold 66,850 Enviva Inc. shares in Q1 2023, an estimated $3.54M.
  • Beach Investment Counsel first reported a position in Enviva Inc. in Q2 2020 and held it in 10 quarters.
  • Beach Investment Counsel's Enviva Inc. position peaked at $8.07M in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2023.

Based on Beach Investment Counsel's 13F filing for Q1 2023, filed 21 Apr 2023.