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Carmel Capital Partners’s EVI Industries EVI Stock Holding History

Carmel Capital Partners’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
-10,789
Closed -$209K – 152
2024
Q3 		$209K Sell
10,789
-272
-2% -$4.88K 0.08% 160
2024
Q2 		$209K Buy
11,061
+1
+0% +$21 0.09% 153
2024
Q1 		$275K Hold
11,060
– – 0.11% 119
2023
Q4 		$262K Buy
11,060
+9,185
+490% +$232K 0.13% 121
2023
Q3 		$46.5K Buy
+1,875
New +$47.3K 0.02% 247

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 $4.6B AUM 16.08% 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 $1.79B AUM 38.49% 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

Carmel Capital Partners's EVI Position: Q4 2024 in Review

Carmel Capital Partners sold out of EVI Industries (EVI) in Q4 2024, closing a stake of 10,789 shares — an estimated $209K sold.

Carmel Capital Partners first reported a position in EVI in Q3 2023 and held it in 5 quarters. The position peaked at $275K in Q1 2024. 57 funds tracked by Wall St. Rank hold EVI as of Q4 2024.

  • Carmel Capital Partners reported no remaining EVI Industries position as of Q4 2024 after selling out during the quarter.
  • Carmel Capital Partners sold 10,789 EVI Industries shares in Q4 2024, an estimated $209K.
  • Carmel Capital Partners first reported a position in EVI Industries in Q3 2023 and held it in 5 quarters.
  • Carmel Capital Partners's EVI Industries position peaked at $275K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held EVI Industries as of Q4 2024.

Based on Carmel Capital Partners's 13F filing for Q4 2024, filed 6 Feb 2025.