DI
EVA

Disciplined Investments’s Enviva Inc. EVA Stock Holding History

Disciplined Investments’s Portfolio EVA Stock Details EVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-66
Closed -$4K – 1704
2022
Q3 		$4K Hold
66
– – ﹤0.01% 482
2022
Q2 		$4K Hold
66
– – ﹤0.01% 502
2022
Q1 		$5K Buy
+66
New +$4.82K ﹤0.01% 474

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Disciplined Investments's EVA Position: Q4 2022 in Review

Disciplined Investments sold out of Enviva Inc. (EVA) in Q4 2022, closing a stake of 66 shares — an estimated $4K sold.

Disciplined Investments first reported a position in EVA in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q1 2022. 185 funds tracked by Wall St. Rank hold EVA as of Q4 2022.

  • Disciplined Investments reported no remaining Enviva Inc. position as of Q4 2022 after selling out during the quarter.
  • Disciplined Investments sold 66 Enviva Inc. shares in Q4 2022, an estimated $4K.
  • Disciplined Investments first reported a position in Enviva Inc. in Q1 2022 and held it in 3 quarters.
  • Disciplined Investments's Enviva Inc. position peaked at $5K in Q1 2022.
  • 185 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.