BPM
EVRI

Bowling Portfolio Management’s Everi Holdings EVRI Stock Holding History

Bowling Portfolio Management’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
2020
Q3 		– Sell
-69,107
Closed -$357K – 432
2020
Q2 		$357K Sell
69,107
-12,889
-16% -$65.5K 0.08% 279
2020
Q1 		$271K Buy
+81,996
New +$836K 0.07% 292

Other funds holding EVRI

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Bowling Portfolio Management's EVRI Position: Q3 2020 in Review

Bowling Portfolio Management sold out of Everi Holdings (EVRI) in Q3 2020, closing a stake of 69,107 shares — an estimated $357K sold.

Bowling Portfolio Management first reported a position in EVRI in Q1 2020 and held it in 2 quarters. The position peaked at $357K in Q2 2020. 154 funds tracked by Wall St. Rank hold EVRI as of Q3 2020.

  • Bowling Portfolio Management reported no remaining Everi Holdings position as of Q3 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 69,107 Everi Holdings shares in Q3 2020, an estimated $357K.
  • Bowling Portfolio Management first reported a position in Everi Holdings in Q1 2020 and held it in 2 quarters.
  • Bowling Portfolio Management's Everi Holdings position peaked at $357K in Q2 2020.
  • 154 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2020.

Based on Bowling Portfolio Management's 13F filing for Q3 2020, filed 15 Oct 2020.