Empire Life Investments’s EVI Industries EVI Stock Holding History

Empire Life Investments’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
2026 Q2	$2.25M	Sell	152,515 -5,892	-4%	-$109K	0.13%	90
2026 Q1	$3.39M	Sell	158,407 -10,020	-6%	-$224K	0.21%	78
2025 Q4	$4.15M	Buy	168,427 +547	+0.3%	+$13.6K	0.23%	74
2025 Q3	$5.31M	Buy	167,880 +446	+0.3%	+$11.7K	0.31%	69
2025 Q2	$3.66M	Sell	167,434 -19,019	-10%	-$339K	0.23%	76
2025 Q1	$3.13M	Sell	186,453 -35,313	-16%	-$617K	0.2%	80
2024 Q4	$3.65M	Sell	221,766 -11,262	-5%	-$215K	0.23%	73
2024 Q3	$4.5M	Sell	233,028 -2,644	-1%	-$47.4K	0.27%	69
2024 Q2	$4.46M	Sell	235,672 -8,544	-3%	-$178K	0.28%	61
2024 Q1	$6.08M	Sell	244,216 -3,101	-1%	-$68.1K	0.37%	59
2023 Q4	$5.87M	Buy	247,317 +324	+0.1%	+$8.2K	0.38%	58
2023 Q3	$6.13M	Sell	246,993 -1,945	-0.8%	-$49.1K	0.45%	54
2023 Q2	$5.48M	Buy	248,938 +778	+0.3%	+$15.8K	0.37%	57
2023 Q1	$4.91M	Buy	248,160 +1,659	+0.7%	+$34.5K	0.35%	58
2022 Q4	$5.88M	Sell	246,501 -3,926	-2%	-$77.1K	0.4%	57
2022 Q3	$4.54M	Buy	250,427 +1,657	+0.7%	+$19.6K	0.35%	58
2022 Q2	$2.48M	Buy	248,770 +4,612	+2%	+$61.4K	0.18%	64
2022 Q1	$4.54M	Buy	244,158 +365	+0.1%	+$7.95K	0.29%	62
2021 Q4	$7.61M	Buy	243,793 +1,072	+0.4%	+$34.3K	0.46%	54
2021 Q3	$6.6M	Sell	242,721 -741	-0.3%	-$19.8K	0.43%	55
2021 Q2	$6.91M	Buy	243,462 +4,047	+2%	+$118K	0.44%	54
2021 Q1	$6.89M	Sell	239,415 -8,885	-4%	-$311K	0.47%	51
2020 Q4	$7.43M	Buy	248,300 +709	+0.3%	+$21.7K	0.53%	53
2020 Q3	$6.59M	Buy	247,591 +675	+0.3%	+$16.5K	0.53%	50
2020 Q2	$5.36M	Sell	246,916 -7,565	-3%	-$149K	0.47%	49
2020 Q1	$4.02M	Buy	254,481 +53,212	+26%	+$1.2M	0.37%	59
2019 Q4	$5.44M	Buy	201,269 +52,909	+36%	+$1.66M	0.41%	56
2019 Q3	$4.74M	Buy	148,360 +43,724	+42%	+$1.45M	0.4%	57
2019 Q2	$4M	Buy	104,636 +70,835	+210%	+$2.62M	0.32%	70
2019 Q1	$1.29M	Buy	+33,801	New	+$1.24M	0.11%	73

Other funds holding EVI

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

BIA

BHK Investment Advisors Birmingham, Alabama $335M AUM 20.89% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Empire Life Investments's EVI Position: Q2 2026 in Review

Empire Life Investments reduced its EVI Industries (EVI) stake by 3.7% in Q2 2026, selling an estimated $109K and leaving 152,515 shares worth $2.25M. The position accounts for 0.13% of the portfolio, ranked #90.

Empire Life Investments first reported a position in EVI in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.61M in Q4 2021. 15 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

Empire Life Investments held 152,515 shares of EVI Industries worth $2.25M as of Q2 2026.
Empire Life Investments sold 5,892 EVI Industries shares in Q2 2026, an estimated $109K.
EVI Industries made up 0.13% of Empire Life Investments's portfolio in Q2 2026, its #90 holding.
Empire Life Investments first reported a position in EVI Industries in Q1 2019 and has held it in 30 quarters since.
Empire Life Investments's EVI Industries position peaked at $7.61M in Q4 2021.
15 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on Empire Life Investments's 13F filing for Q2 2026, filed 24 Jul 2026.