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Credit Suisse’s EVI Industries EVI Stock Holding History

Credit Suisse’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
2022
Q4 		– Sell
-2
Closed – – 4001
2022
Q3 		$0 Hold
2
– – ﹤0.01% 4104
2022
Q2 		$0 Buy
+2
New +$27 ﹤0.01% 4036
2018
Q1 		– Sell
-5,404
Closed -$216K – 4004
2017
Q4 		$216K Buy
+5,404
New +$154K ﹤0.01% 3727

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RA
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Credit Suisse's EVI Position: Q4 2022 in Review

Credit Suisse sold out of EVI Industries (EVI) in Q4 2022, closing a stake of 2 shares.

Credit Suisse first reported a position in EVI in Q4 2017 and held it in 3 quarters. The position peaked at $216K in Q4 2017. 37 funds tracked by Wall St. Rank hold EVI as of Q4 2022.

  • Credit Suisse reported no remaining EVI Industries position as of Q4 2022 after selling out during the quarter.
  • Credit Suisse sold 2 EVI Industries shares in Q4 2022.
  • Credit Suisse first reported a position in EVI Industries in Q4 2017 and held it in 3 quarters.
  • Credit Suisse's EVI Industries position peaked at $216K in Q4 2017.
  • 37 funds tracked by Wall St. Rank held EVI Industries as of Q4 2022.

Based on Credit Suisse's 13F filing for Q4 2022, filed 13 Feb 2023.