Frontier Wealth Management’s EVI Industries EVI Stock Holding History

Frontier Wealth Management’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 Q2	$1.67M	Buy	167,402 +22,291	+15%	+$297K	0.12%	141
2022 Q1	$3.14M	Buy	145,111 +6,147	+4%	+$134K	0.04%	90
2021 Q4	$4.34M	Sell	138,964 -227	-0.2%	-$7.26K	0.29%	75
2021 Q3	$3.79M	Hold	139,191	–	–	0.26%	77
2021 Q2	$3.95M	Sell	139,191 -4,284	-3%	-$125K	0.28%	75
2021 Q1	$4.13M	Buy	143,475 +1,428	+1%	+$50K	0.32%	63
2020 Q4	$4.25M	Buy	142,047 +4,883	+4%	+$150K	0.35%	58
2020 Q3	$3.65M	Sell	137,164 -10,213	-7%	-$249K	0.33%	57
2020 Q2	$3.2M	Buy	+147,377	New	+$2.9M	0.29%	66
2019 Q3	–	Sell	-18,908	Closed	-$724K	–	314
2019 Q2	$724K	Buy	18,908 +6,746	+55%	+$250K	0.11%	148
2019 Q1	$464K	Buy	+12,162	New	+$445K	0.06%	228

Other funds holding EVI

GAM

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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 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

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

ELI

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

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

RJA

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

Frontier Wealth Management's EVI Position: Q2 2022 in Review

Frontier Wealth Management increased its EVI Industries (EVI) stake by 15% in Q2 2022, buying an estimated $297K and bringing the position to 167,402 shares worth $1.67M. The position accounts for 0.12% of the portfolio, ranked #141.

Frontier Wealth Management first reported a position in EVI in Q1 2019 and has held it in 11 quarters since. The position peaked at $4.34M in Q4 2021. 43 funds tracked by Wall St. Rank hold EVI as of Q2 2022.

Frontier Wealth Management held 167,402 shares of EVI Industries worth $1.67M as of Q2 2022.
Frontier Wealth Management bought 22,291 EVI Industries shares in Q2 2022, an estimated $297K.
EVI Industries made up 0.12% of Frontier Wealth Management's portfolio in Q2 2022, its #141 holding.
Frontier Wealth Management first reported a position in EVI Industries in Q1 2019 and has held it in 11 quarters since.
Frontier Wealth Management's EVI Industries position peaked at $4.34M in Q4 2021.
43 funds tracked by Wall St. Rank held EVI Industries as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.