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EVI icon

Covestor’s EVI Industries EVI Stock Holding History

Covestor’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
2026
Q1 		– Sell
-24
Closed -$1K – 2396
2025
Q4 		$1K Buy
24
+12
+100% +$299 ﹤0.01% 2044
2025
Q3 		$0 Buy
+12
New +$314 ﹤0.01% 2414
2024
Q3 		– Sell
-21
Closed -$377 – 2361
2024
Q2 		$0 Buy
21
+2
+11% +$42 ﹤0.01% 2373
2024
Q1 		$0 Buy
+19
New +$417 ﹤0.01% 2372

Other funds holding EVI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Covestor's EVI Position: Q1 2026 in Review

Covestor sold out of EVI Industries (EVI) in Q1 2026, closing a stake of 24 shares — an estimated $1K sold.

Covestor first reported a position in EVI in Q1 2024 and held it in 4 quarters. The position peaked at $1K in Q4 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Covestor reported no remaining EVI Industries position as of Q1 2026 after selling out during the quarter.
  • Covestor sold 24 EVI Industries shares in Q1 2026, an estimated $1K.
  • Covestor first reported a position in EVI Industries in Q1 2024 and held it in 4 quarters.
  • Covestor's EVI Industries position peaked at $1K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.