CCM
EVRI

Coe Capital Management’s Everi Holdings EVRI Stock Holding History

Coe Capital 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
2021
Q2 		$312K Buy
12,500
+2,500
+25% +$47.2K 0.29% 79
2021
Q1 		$141K Buy
+10,000
New +$142K 0.14% 92

Other funds holding EVRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Coe Capital Management's EVRI Position: Q2 2021 in Review

Coe Capital Management increased its Everi Holdings (EVRI) stake by 25% in Q2 2021, buying an estimated $47.2K and bringing the position to 12,500 shares worth $312K. The position accounts for 0.29% of the portfolio, ranked #79.

Coe Capital Management first reported a position in EVRI in Q1 2021 and has held it in 2 quarters since. 207 funds tracked by Wall St. Rank hold EVRI as of Q2 2021.

  • Coe Capital Management held 12,500 shares of Everi Holdings worth $312K as of Q2 2021.
  • Coe Capital Management bought 2,500 Everi Holdings shares in Q2 2021, an estimated $47.2K.
  • Everi Holdings made up 0.29% of Coe Capital Management's portfolio in Q2 2021, its #79 holding.
  • Coe Capital Management first reported a position in Everi Holdings in Q1 2021 and has held it in 2 quarters since.
  • 207 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2021.

Based on Coe Capital Management's 13F filing for Q2 2021, filed 22 Jul 2021.