Geode Capital Management
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Geode Capital Management’s EVI Industries EVI Stock Holding History

Geode Capital 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
2026
Q1 		$2.94M Buy
142,617
+25,202
+21% +$564K ﹤0.01% 2980
2025
Q4 		$2.89M Sell
117,415
-610
-0.5% -$15.2K ﹤0.01% 3027
2025
Q3 		$3.73M Sell
118,025
-588
-0.5% -$15.4K ﹤0.01% 2930
2025
Q2 		$2.59M Sell
118,613
-12,040
-9% -$215K ﹤0.01% 3055
2025
Q1 		$2.19M Buy
130,653
+16,773
+15% +$293K ﹤0.01% 3004
2024
Q4 		$1.86M Buy
113,880
+892
+0.8% +$17K ﹤0.01% 3155
2024
Q3 		$2.18M Sell
112,988
-5,530
-5% -$99.2K ﹤0.01% 3092
2024
Q2 		$2.24M Sell
118,518
-2,705
-2% -$56.2K ﹤0.01% 3095
2024
Q1 		$3.02M Buy
121,223
+16,018
+15% +$352K ﹤0.01% 2942
2023
Q4 		$2.5M Buy
105,205
+6,582
+7% +$167K ﹤0.01% 3020
2023
Q3 		$2.45M Buy
98,623
+5,104
+5% +$129K ﹤0.01% 3003
2023
Q2 		$2.06M Buy
93,519
+45,349
+94% +$924K ﹤0.01% 3110
2023
Q1 		$954K Buy
48,170
+2,743
+6% +$57K ﹤0.01% 3371
2022
Q4 		$1.08M Buy
45,427
+2,441
+6% +$47.9K ﹤0.01% 3306
2022
Q3 		$779K Hold
42,986
– – ﹤0.01% 3521
2022
Q2 		$429K Sell
42,986
-36,210
-46% -$482K ﹤0.01% 3847
2022
Q1 		$1.47M Sell
79,196
-6,265
-7% -$136K ﹤0.01% 3421
2021
Q4 		$2.67M Sell
85,461
-1,415
-2% -$45.3K ﹤0.01% 3231
2021
Q3 		$2.36M Buy
86,876
+1,338
+2% +$35.8K ﹤0.01% 3275
2021
Q2 		$2.43M Buy
85,538
+6,198
+8% +$181K ﹤0.01% 3204
2021
Q1 		$2.28M Buy
79,340
+9,967
+14% +$349K ﹤0.01% 3197
2020
Q4 		$2.08M Buy
69,373
+4,999
+8% +$153K ﹤0.01% 3064
2020
Q3 		$1.71M Buy
64,374
+2,423
+4% +$59.2K ﹤0.01% 2954
2020
Q2 		$1.34M Sell
61,951
-1,701
-3% -$33.5K ﹤0.01% 3041
2020
Q1 		$1M Buy
63,652
+7,451
+13% +$168K ﹤0.01% 3020
2019
Q4 		$1.52M Buy
56,201
+1,121
+2% +$35.1K ﹤0.01% 3123
2019
Q3 		$1.76M Buy
55,080
+2,984
+6% +$99K ﹤0.01% 3010
2019
Q2 		$1.99M Buy
52,096
+7,981
+18% +$295K ﹤0.01% 2956
2019
Q1 		$1.68M Buy
44,115
+23,429
+113% +$857K ﹤0.01% 2953
2018
Q4 		$689K Sell
20,686
-4,976
-19% -$186K ﹤0.01% 3251
2018
Q3 		$999K Buy
25,662
+3,894
+18% +$164K ﹤0.01% 3224
2018
Q2 		$877K Buy
21,768
+2,222
+11% +$85.9K ﹤0.01% 3235
2018
Q1 		$767K Buy
19,546
+284
+1% +$10.6K ﹤0.01% 3240
2017
Q4 		$770K Buy
19,262
+3,758
+24% +$107K ﹤0.01% 3198
2017
Q3 		$428K Buy
15,504
+5,133
+49% +$145K ﹤0.01% 3415
2017
Q2 		$280K Buy
+10,371
New +$240K ﹤0.01% 3570

Other funds holding EVI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Geode Capital Management's EVI Position: Q1 2026 in Review

Geode Capital Management increased its EVI Industries (EVI) stake by 21% in Q1 2026, buying an estimated $564K and bringing the position to 142,617 shares worth $2.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2980.

Geode Capital Management first reported a position in EVI in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.73M in Q3 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

  • Geode Capital Management held 142,617 shares of EVI Industries worth $2.94M as of Q1 2026.
  • Geode Capital Management bought 25,202 EVI Industries shares in Q1 2026, an estimated $564K.
  • EVI Industries made up ﹤0.01% of Geode Capital Management's portfolio in Q1 2026, its #2980 holding.
  • Geode Capital Management first reported a position in EVI Industries in Q2 2017 and has held it in 36 quarters since.
  • Geode Capital Management's EVI Industries position peaked at $3.73M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q1 2026.

Based on Geode Capital Management's 13F filing for Q1 2026, filed 15 May 2026.