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David Shaw’s EVI Industries EVI Stock Holding History

David Shaw’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
2021
Q4 		– Sell
-10,614
Closed -$289K – 5487
2021
Q3 		$289K Buy
10,614
+186
+2% +$4.98K ﹤0.01% 4371
2021
Q2 		$296K Buy
10,428
+319
+3% +$9.33K ﹤0.01% 4285
2021
Q1 		$291K Buy
+10,109
New +$354K ﹤0.01% 3719

Other funds holding EVI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $856M AUM 70.44% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

David Shaw's EVI Position: Q4 2021 in Review

David Shaw sold out of EVI Industries (EVI) in Q4 2021, closing a stake of 10,614 shares — an estimated $289K sold.

David Shaw first reported a position in EVI in Q1 2021 and held it in 3 quarters. The position peaked at $296K in Q2 2021. 48 funds tracked by Wall St. Rank hold EVI as of Q4 2021.

  • David Shaw reported no remaining EVI Industries position as of Q4 2021 after selling out during the quarter.
  • David Shaw sold 10,614 EVI Industries shares in Q4 2021, an estimated $289K.
  • David Shaw first reported a position in EVI Industries in Q1 2021 and held it in 3 quarters.
  • David Shaw's EVI Industries position peaked at $296K in Q2 2021.
  • 48 funds tracked by Wall St. Rank held EVI Industries as of Q4 2021.

Based on D.E. Shaw & Co's 13F filing for Q4 2021, filed 14 Feb 2022.