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Denali Advisors’s EVI Industries EVI Stock Holding History

Denali Advisors’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
2024
Q2 		– Sell
-6,700
Closed -$167K – 274
2024
Q1 		$167K Hold
6,700
– – 0.05% 242
2023
Q4 		$159K Sell
6,700
-1,700
-20% -$43K 0.05% 243
2023
Q3 		$208K Hold
8,400
– – 0.07% 221
2023
Q2 		$185K Buy
8,400
+7,800
+1,300% +$159K 0.06% 222
2023
Q1 		$11.9K Buy
+600
New +$12.5K ﹤0.01% 318

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
Swedbank
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.65B AUM 29.46% 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

Denali Advisors's EVI Position: Q2 2024 in Review

Denali Advisors sold out of EVI Industries (EVI) in Q2 2024, closing a stake of 6,700 shares — an estimated $167K sold.

Denali Advisors first reported a position in EVI in Q1 2023 and held it in 5 quarters. The position peaked at $208K in Q3 2023. 57 funds tracked by Wall St. Rank hold EVI as of Q2 2024.

  • Denali Advisors reported no remaining EVI Industries position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 6,700 EVI Industries shares in Q2 2024, an estimated $167K.
  • Denali Advisors first reported a position in EVI Industries in Q1 2023 and held it in 5 quarters.
  • Denali Advisors's EVI Industries position peaked at $208K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held EVI Industries as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.