Ergoteles’s EVI Industries EVI Stock Holding History

Ergoteles’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
2022 Q4	–	Sell	-20,236	Closed	-$367K	–	1575
2022 Q3	$367K	Sell	20,236 -2,464	-11%	-$29.1K	0.01%	887
2022 Q2	$227K	Buy	+22,700	New	+$302K	0.01%	1255

Other funds holding EVI

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

Ergoteles's EVI Position: Q4 2022 in Review

Ergoteles sold out of EVI Industries (EVI) in Q4 2022, closing a stake of 20,236 shares — an estimated $367K sold.

Ergoteles first reported a position in EVI in Q2 2022 and held it in 2 quarters. The position peaked at $367K in Q3 2022. 37 funds tracked by Wall St. Rank hold EVI as of Q4 2022.

Ergoteles reported no remaining EVI Industries position as of Q4 2022 after selling out during the quarter.
Ergoteles sold 20,236 EVI Industries shares in Q4 2022, an estimated $367K.
Ergoteles first reported a position in EVI Industries in Q2 2022 and held it in 2 quarters.
Ergoteles's EVI Industries position peaked at $367K in Q3 2022.
37 funds tracked by Wall St. Rank held EVI Industries as of Q4 2022.

Based on Ergoteles's 13F filing for Q4 2022, filed 14 Feb 2023.