Capital Research Global Investors
EVRI

Capital Research Global Investors’s Everi Holdings EVRI Stock Holding History

Capital Research Global Investors’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
Q3 		– Sell
-1,590,247
Closed -$23M – 420
2023
Q2 		$23M Sell
1,590,247
-977,429
-38% -$14.9M 0.01% 359
2023
Q1 		$44M Sell
2,567,676
-808,281
-24% -$14M 0.01% 333
2022
Q4 		$48.4M Sell
3,375,957
-2,142,029
-39% -$35.6M 0.01% 330
2022
Q3 		$89.5M Sell
5,517,986
-2,240,452
-29% -$41.3M 0.03% 273
2022
Q2 		$127M Hold
7,758,438
– – 0.04% 254
2022
Q1 		$163M Sell
7,758,438
-463,650
-6% -$9.87M 0.04% 259
2021
Q4 		$176M Sell
8,222,088
-273,257
-3% -$6.23M 0.04% 260
2021
Q3 		$205M Buy
8,495,345
+551,886
+7% +$12.6M 0.05% 248
2021
Q2 		$198M Buy
7,943,459
+150,000
+2% +$2.83M 0.05% 249
2021
Q1 		$110M Buy
7,793,459
+698,500
+10% +$9.93M 0.03% 299
2020
Q4 		$98M Buy
7,094,959
+1,120,000
+19% +$12.2M 0.03% 294
2020
Q3 		$49.3M Buy
5,974,959
+300,000
+5% +$2.08M 0.01% 324
2020
Q2 		$29.3M Buy
5,674,959
+434,699
+8% +$2.21M 0.01% 355
2020
Q1 		$17.3M Buy
5,240,260
+3,815,260
+268% +$38.9M 0.01% 348
2019
Q4 		$19.1M Hold
1,425,000
– – 0.01% 368
2019
Q3 		$12.1M Buy
+1,425,000
New +$14.6M ﹤0.01% 382

Other funds holding EVRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
SCM
Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors's EVRI Position: Q3 2023 in Review

Capital Research Global Investors sold out of Everi Holdings (EVRI) in Q3 2023, closing a stake of 1,590,247 shares — an estimated $23M sold.

Capital Research Global Investors first reported a position in EVRI in Q3 2019 and held it in 16 quarters. The position peaked at $205M in Q3 2021. 219 funds tracked by Wall St. Rank hold EVRI as of Q3 2023.

  • Capital Research Global Investors reported no remaining Everi Holdings position as of Q3 2023 after selling out during the quarter.
  • Capital Research Global Investors sold 1,590,247 Everi Holdings shares in Q3 2023, an estimated $23M.
  • Capital Research Global Investors first reported a position in Everi Holdings in Q3 2019 and held it in 16 quarters.
  • Capital Research Global Investors's Everi Holdings position peaked at $205M in Q3 2021.
  • 219 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2023.

Based on Capital Research Global Investors's 13F filing for Q3 2023, filed 13 Nov 2023.