Crown Advisors Management’s Everi Holdings EVRI Stock Holding History

Crown Advisors 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
2023 Q3	–	Sell	-100,000	Closed	-$1.45M	–	51
2023 Q2	$1.45M	Sell	100,000 -100,000	-50%	-$1.52M	0.94%	41
2023 Q1	$3.43M	Hold	200,000	–	–	2.56%	14
2022 Q4	$2.87M	Hold	200,000	–	–	2.61%	15
2022 Q3	$3.24M	Hold	200,000	–	–	3.22%	9
2022 Q2	$3.26M	Hold	200,000	–	–	3%	11
2022 Q1	$4.2M	Hold	200,000	–	–	2.96%	12
2021 Q4	$4.27M	Hold	200,000	–	–	2.75%	15
2021 Q3	$4.84M	Hold	200,000	–	–	3.4%	11
2021 Q2	$4.99M	Buy	+200,000	New	+$3.78M	3.44%	10

Other funds holding EVRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

SCM

Simcoe Capital Management New York $549M AUM 24.95% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Crown Advisors Management's EVRI Position: Q3 2023 in Review

Crown Advisors Management sold out of Everi Holdings (EVRI) in Q3 2023, closing a stake of 100,000 shares — an estimated $1.45M sold.

Crown Advisors Management first reported a position in EVRI in Q2 2021 and held it in 9 quarters. The position peaked at $4.99M in Q2 2021. 219 funds tracked by Wall St. Rank hold EVRI as of Q3 2023.

Crown Advisors Management reported no remaining Everi Holdings position as of Q3 2023 after selling out during the quarter.
Crown Advisors Management sold 100,000 Everi Holdings shares in Q3 2023, an estimated $1.45M.
Crown Advisors Management first reported a position in Everi Holdings in Q2 2021 and held it in 9 quarters.
Crown Advisors Management's Everi Holdings position peaked at $4.99M in Q2 2021.
219 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2023.

Based on Crown Advisors Management's 13F filing for Q3 2023, filed 9 Nov 2023.