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Capital Performance Advisors’s EVI Industries EVI Stock Holding History

Capital Performance Advisors’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1
Closed -$19 – 981
2024
Q3 		$19 Buy
+1
New +$18 ﹤0.01% 2857

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BAM
Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Performance Advisors's EVI Position: Q4 2024 in Review

Capital Performance Advisors sold out of EVI Industries (EVI) in Q4 2024, closing a stake of 1 share — an estimated $19 sold.

Capital Performance Advisors first reported a position in EVI in Q3 2024 and held it in 1 quarter. The position peaked at $19 in Q3 2024. 57 funds tracked by Wall St. Rank hold EVI as of Q4 2024.

  • Capital Performance Advisors reported no remaining EVI Industries position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1 EVI Industries share in Q4 2024, an estimated $19.
  • Capital Performance Advisors first reported a position in EVI Industries in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's EVI Industries position peaked at $19 in Q3 2024.
  • 57 funds tracked by Wall St. Rank held EVI Industries as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.