Conifer Management’s EVI Industries EVI Stock Holding History

Conifer Management’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
2023 Q3	–	Sell	-116,341	Closed	-$2.56M	–	10
2023 Q2	$2.56M	Hold	116,341	–	–	0.28%	9
2023 Q1	$2.3M	Hold	116,341	–	–	0.28%	10
2022 Q4	$2.78M	Hold	116,341	–	–	0.34%	10
2022 Q3	$2.11M	Hold	116,341	–	–	0.3%	9
2022 Q2	$1.16M	Hold	116,341	–	–	0.18%	8
2022 Q1	$2.16M	Sell	116,341 -11,982	-9%	-$261K	0.25%	10
2021 Q4	$4.01M	Sell	128,323 -35,919	-22%	-$1.15M	0.28%	12
2021 Q3	$4.47M	Hold	164,242	–	–	0.31%	12
2021 Q2	$4.66M	Hold	164,242	–	–	0.31%	12
2021 Q1	$4.72M	Sell	164,242 -105,064	-39%	-$3.68M	0.29%	13
2020 Q4	$8.06M	Hold	269,306	–	–	0.49%	13
2020 Q3	$7.17M	Hold	269,306	–	–	0.5%	15
2020 Q2	$5.85M	Buy	269,306 +48,996	+22%	+$965K	0.4%	15
2020 Q1	$3.48M	Buy	+220,310	New	+$4.95M	0.27%	14

Other funds holding EVI

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Conifer Management's EVI Position: Q3 2023 in Review

Conifer Management sold out of EVI Industries (EVI) in Q3 2023, closing a stake of 116,341 shares — an estimated $2.56M sold.

Conifer Management first reported a position in EVI in Q1 2020 and held it in 14 quarters. The position peaked at $8.06M in Q4 2020. 54 funds tracked by Wall St. Rank hold EVI as of Q3 2023.

Conifer Management reported no remaining EVI Industries position as of Q3 2023 after selling out during the quarter.
Conifer Management sold 116,341 EVI Industries shares in Q3 2023, an estimated $2.56M.
Conifer Management first reported a position in EVI Industries in Q1 2020 and held it in 14 quarters.
Conifer Management's EVI Industries position peaked at $8.06M in Q4 2020.
54 funds tracked by Wall St. Rank held EVI Industries as of Q3 2023.

Based on Conifer Management's 13F filing for Q3 2023, filed 14 Nov 2023.