BTI
EVA

Blue Trust Inc’s Enviva Inc. EVA Stock Holding History

Blue Trust Inc’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
Q3 		– Sell
-56
Closed -$2K – 2338
2023
Q2 		$2K Buy
+56
New +$815 ﹤0.01% 1775
2022
Q4 		– Sell
-4,260
Closed -$244K – 2523
2022
Q3 		$244K Sell
4,260
-40,315
-90% -$2.71M ﹤0.01% 313
2022
Q2 		$3.53M Buy
+44,575
New +$3.36M 0.05% 75

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
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
KCP
Keyframe Capital Partners New York $229K AUM 22.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Trust Inc's EVA Position: Q3 2023 in Review

Blue Trust Inc sold out of Enviva Inc. (EVA) in Q3 2023, closing a stake of 56 shares — an estimated $2K sold.

Blue Trust Inc first reported a position in EVA in Q2 2022 and held it in 3 quarters. The position peaked at $3.53M in Q2 2022. 145 funds tracked by Wall St. Rank hold EVA as of Q3 2023.

  • Blue Trust Inc reported no remaining Enviva Inc. position as of Q3 2023 after selling out during the quarter.
  • Blue Trust Inc sold 56 Enviva Inc. shares in Q3 2023, an estimated $2K.
  • Blue Trust Inc first reported a position in Enviva Inc. in Q2 2022 and held it in 3 quarters.
  • Blue Trust Inc's Enviva Inc. position peaked at $3.53M in Q2 2022.
  • 145 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2023.

Based on Blue Trust Inc's 13F filing for Q3 2023, filed 11 Oct 2023.