BCM
EVA

Brasada Capital Management’s Enviva Inc. EVA Stock Holding History

Brasada Capital Management’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
-66,298
Closed -$3.51M – 158
2022
Q4 		$3.51M Sell
66,298
-11,488
-15% -$657K 0.81% 36
2022
Q3 		$4.67M Sell
77,786
-2,294
-3% -$154K 1.11% 34
2022
Q2 		$4.58M Sell
80,080
-7,521
-9% -$566K 1.03% 33
2022
Q1 		$6.93M Buy
+87,601
New +$6.4M 1.31% 27
2021
Q4 		– Sell
-71,400
Closed -$3.86M – 161
2021
Q3 		$3.86M Sell
71,400
-500
-0.7% -$26.9K 0.76% 42
2021
Q2 		$3.77M Hold
71,900
– – 0.74% 42
2021
Q1 		$3.48M Hold
71,900
– – 0.75% 44
2020
Q4 		$3.27M Sell
71,900
-10,700
-13% -$467K 0.75% 44
2020
Q3 		$3.33M Sell
82,600
-5,150
-6% -$203K 0.84% 36
2020
Q2 		$3.16M Buy
87,750
+3,600
+4% +$120K 0.89% 36
2020
Q1 		$2.25M Sell
84,150
-8,850
-10% -$308K 0.81% 37
2019
Q4 		$3.47M Sell
93,000
-300
-0.3% -$10.2K 0.86% 38
2019
Q3 		$2.98M Sell
93,300
-4,190
-4% -$129K 0.8% 39
2019
Q2 		$3.02M Buy
97,490
+1,200
+1% +$38K 0.8% 36
2019
Q1 		$3.1M Sell
96,290
-500
-0.5% -$14.9K 0.93% 34
2018
Q4 		$2.69M Buy
96,790
+31,250
+48% +$925K 0.89% 33
2018
Q3 		$2.08M Buy
65,540
+5,200
+9% +$159K 0.58% 48
2018
Q2 		$1.76M Sell
60,340
-7,224
-11% -$209K 0.54% 52
2018
Q1 		$1.85M Sell
67,564
-844
-1% -$23.1K 0.58% 55
2017
Q4 		$1.89M Buy
+68,408
New +$1.97M 0.64% 49

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

Brasada Capital Management's EVA Position: Q1 2023 in Review

Brasada Capital Management sold out of Enviva Inc. (EVA) in Q1 2023, closing a stake of 66,298 shares — an estimated $3.51M sold.

Brasada Capital Management first reported a position in EVA in Q4 2017 and held it in 20 quarters. The position peaked at $6.93M in Q1 2022. 176 funds tracked by Wall St. Rank hold EVA as of Q1 2023.

  • Brasada Capital Management reported no remaining Enviva Inc. position as of Q1 2023 after selling out during the quarter.
  • Brasada Capital Management sold 66,298 Enviva Inc. shares in Q1 2023, an estimated $3.51M.
  • Brasada Capital Management first reported a position in Enviva Inc. in Q4 2017 and held it in 20 quarters.
  • Brasada Capital Management's Enviva Inc. position peaked at $6.93M in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2023.

Based on Brasada Capital Management's 13F filing for Q1 2023, filed 15 May 2023.