Envestnet Asset Management’s Everi Holdings EVRI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-10,638
| Closed | -$151K | – | 4555 |
|
|
2025
Q2 | $151K | Sell |
10,638
-904
| -8% | -$12.6K | ﹤0.01% | 4288 |
|
|
2025
Q1 | $158K | Sell |
11,542
-321
| -3% | -$4.38K | ﹤0.01% | 4182 |
|
|
2024
Q4 | $160K | Sell |
11,863
-219
| -2% | -$2.93K | ﹤0.01% | 4142 |
|
|
2024
Q3 | $159K | Sell |
12,082
-37,482
| -76% | -$442K | ﹤0.01% | 4057 |
|
|
2024
Q2 | $416K | Buy |
49,564
+7,118
| +17% | +$58.1K | ﹤0.01% | 3552 |
|
|
2024
Q1 | $427K | Buy |
42,446
+3,371
| +9% | +$34.9K | ﹤0.01% | 3543 |
|
|
2023
Q4 | $440K | Sell |
39,075
-55,329
| -59% | -$624K | ﹤0.01% | 3396 |
|
|
2023
Q3 | $1.25M | Buy |
94,404
+29,000
| +44% | +$412K | ﹤0.01% | 2651 |
|
|
2023
Q2 | $946K | Sell |
65,404
-6,561
| -9% | -$99.7K | ﹤0.01% | 2793 |
|
|
2023
Q1 | $1.23M | Buy |
71,965
+16,304
| +29% | +$282K | ﹤0.01% | 2519 |
|
|
2022
Q4 | $799K | Sell |
55,661
-11,511
| -17% | -$191K | ﹤0.01% | 2803 |
|
|
2022
Q3 | $1.09M | Sell |
67,172
-439
| -0.6% | -$8.08K | ﹤0.01% | 2498 |
|
|
2022
Q2 | $1.1M | Buy |
67,611
+1,484
| +2% | +$26.1K | ﹤0.01% | 2510 |
|
|
2022
Q1 | $1.39M | Buy |
66,127
+34,424
| +109% | +$733K | ﹤0.01% | 2420 |
|
|
2021
Q4 | $677K | Buy |
31,703
+5,886
| +23% | +$134K | ﹤0.01% | 2881 |
|
|
2021
Q3 | $624K | Sell |
25,817
-435
| -2% | -$9.93K | ﹤0.01% | 2837 |
|
|
2021
Q2 | $655K | Buy |
26,252
+351
| +1% | +$6.63K | ﹤0.01% | 2809 |
|
|
2021
Q1 | $365K | Sell |
25,901
-16,688
| -39% | -$237K | ﹤0.01% | 3027 |
|
|
2020
Q4 | $588K | Sell |
42,589
-11,551
| -21% | -$125K | ﹤0.01% | 2576 |
|
|
2020
Q3 | $447K | Sell |
54,140
-19,638
| -27% | -$136K | ﹤0.01% | 2523 |
|
|
2020
Q2 | $381K | Buy |
+73,778
| New | +$375K | ﹤0.01% | 2561 |
|
|
2020
Q1 | – | Sell |
-12,315
| Closed | -$165K | – | 3018 |
|
|
2019
Q4 | $165K | Buy |
+12,315
| New | +$140K | ﹤0.01% | 2951 |
|
|
2019
Q3 | – | Sell |
-29,356
| Closed | -$350K | – | 3106 |
|
|
2019
Q2 | $350K | Buy |
29,356
+7,152
| +32% | +$77.6K | ﹤0.01% | 2566 |
|
|
2019
Q1 | $234K | Buy |
22,204
+3,764
| +20% | +$28.6K | ﹤0.01% | 2762 |
|
|
2018
Q4 | $95K | Buy |
+18,440
| New | +$126K | ﹤0.01% | 2783 |
|
|
2018
Q3 | – | Sell |
-327
| Closed | -$2K | – | 1666 |
|
|
2018
Q2 | $2K | Sell |
327
-200
| -38% | -$1.43K | ﹤0.01% | 2730 |
|
|
2018
Q1 | $3K | Buy |
527
+200
| +61% | +$1.49K | ﹤0.01% | 2655 |
|
|
2017
Q4 | $2K | Buy |
+327
| New | +$2.64K | ﹤0.01% | 2837 |
|
|
2017
Q3 | – | Sell |
-327
| Closed | -$2K | – | 2948 |
|
|
2017
Q2 | $2K | Hold |
327
| – | – | ﹤0.01% | 2935 |
|
|
2017
Q1 | $2K | Hold |
327
| – | – | ﹤0.01% | 2994 |
|
|
2016
Q4 | $1K | Buy |
+327
| New | +$759 | ﹤0.01% | 3029 |
|
|
2015
Q4 | – | Sell |
-2,436
| Closed | -$12K | – | 3007 |
|
|
2015
Q3 | $12K | Buy |
+2,436
| New | +$14K | ﹤0.01% | 2976 |
|
|
2015
Q1 | – | Sell |
-862
| Closed | -$6K | – | 2142 |
|
|
2014
Q4 | $6K | Buy |
862
+165
| +24% | +$1.16K | ﹤0.01% | 2077 |
|
|
2014
Q3 | $5K | Hold |
697
| – | – | ﹤0.01% | 2300 |
|
|
2014
Q2 | $6K | Hold |
697
| – | – | ﹤0.01% | 2220 |
|
|
2014
Q1 | $5K | Sell |
697
-135
| -16% | -$1.15K | ﹤0.01% | 2104 |
|
|
2013
Q4 | $8K | Buy |
832
+697
| +516% | +$6.13K | ﹤0.01% | 1827 |
|
|
2013
Q3 | $1K | Hold |
135
| – | – | ﹤0.01% | 2266 |
|
|
2013
Q2 | $1K | Buy |
+135
| New | +$919 | ﹤0.01% | 2192 |
|
Other funds holding EVRI
Envestnet Asset Management's EVRI Position: Q3 2025 in Review
Envestnet Asset Management sold out of Everi Holdings (EVRI) in Q3 2025, closing a stake of 10,638 shares — an estimated $151K sold.
Envestnet Asset Management first reported a position in EVRI in Q2 2013 and held it in 39 quarters. The position peaked at $1.39M in Q1 2022. 2 funds tracked by Wall St. Rank hold EVRI as of Q3 2025.
- Envestnet Asset Management reported no remaining Everi Holdings position as of Q3 2025 after selling out during the quarter.
- Envestnet Asset Management sold 10,638 Everi Holdings shares in Q3 2025, an estimated $151K.
- Envestnet Asset Management first reported a position in Everi Holdings in Q2 2013 and held it in 39 quarters.
- Envestnet Asset Management's Everi Holdings position peaked at $1.39M in Q1 2022.
- 2 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2025.
Based on Envestnet Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.