Blue Trust Inc’s Everi Holdings EVRI Stock Holding History

Blue Trust Inc’s Portfolio EVRI Stock Details EVRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-533	Closed	-$8K	–	2555
2023 Q3	$8K	Buy	+533	New	+$7.58K	﹤0.01%	1470

Other funds holding EVRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blue Trust Inc's EVRI Position: Q4 2023 in Review

Blue Trust Inc sold out of Everi Holdings (EVRI) in Q4 2023, closing a stake of 533 shares — an estimated $8K sold.

Blue Trust Inc first reported a position in EVRI in Q3 2023 and held it in 1 quarter. The position peaked at $8K in Q3 2023. 223 funds tracked by Wall St. Rank hold EVRI as of Q4 2023.

Blue Trust Inc reported no remaining Everi Holdings position as of Q4 2023 after selling out during the quarter.
Blue Trust Inc sold 533 Everi Holdings shares in Q4 2023, an estimated $8K.
Blue Trust Inc first reported a position in Everi Holdings in Q3 2023 and held it in 1 quarter.
Blue Trust Inc's Everi Holdings position peaked at $8K in Q3 2023.
223 funds tracked by Wall St. Rank held Everi Holdings as of Q4 2023.

Based on Blue Trust Inc's 13F filing for Q4 2023, filed 18 Jan 2024.