EI
EVRI

Ellevest Inc’s Everi Holdings EVRI Stock Holding History

Ellevest Inc’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
Q1 		– Sell
-92
Closed -$1.32K – 1950
2022
Q4 		$1.32K Sell
92
-121
-57% -$2.01K ﹤0.01% 1457
2022
Q3 		$3K Buy
213
+120
+129% +$2.21K ﹤0.01% 1269
2022
Q2 		$2K Buy
93
+1
+1% +$18 ﹤0.01% 1156
2022
Q1 		$2K Hold
92
– – ﹤0.01% 1185
2021
Q4 		$2K Hold
92
– – ﹤0.01% 1154
2021
Q3 		$2K Hold
92
– – ﹤0.01% 1130
2021
Q2 		$2K Hold
92
– – ﹤0.01% 1029
2021
Q1 		$1K Hold
92
– – ﹤0.01% 1146
2020
Q4 		$1K Hold
92
– – ﹤0.01% 1052
2020
Q3 		$1K Hold
92
– – ﹤0.01% 998
2020
Q2 		$0 Buy
+92
New +$467 ﹤0.01% 1187

Other funds holding EVRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ellevest Inc's EVRI Position: Q1 2023 in Review

Ellevest Inc sold out of Everi Holdings (EVRI) in Q1 2023, closing a stake of 92 shares — an estimated $1.32K sold.

Ellevest Inc first reported a position in EVRI in Q2 2020 and held it in 11 quarters. The position peaked at $3K in Q3 2022. 208 funds tracked by Wall St. Rank hold EVRI as of Q1 2023.

  • Ellevest Inc reported no remaining Everi Holdings position as of Q1 2023 after selling out during the quarter.
  • Ellevest Inc sold 92 Everi Holdings shares in Q1 2023, an estimated $1.32K.
  • Ellevest Inc first reported a position in Everi Holdings in Q2 2020 and held it in 11 quarters.
  • Ellevest Inc's Everi Holdings position peaked at $3K in Q3 2022.
  • 208 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2023.

Based on Ellevest Inc's 13F filing for Q1 2023, filed 4 May 2023.