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Glen Eagle Advisors’s EVI Industries EVI Stock Holding History

Glen Eagle Advisors’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
2023
Q4 		– Sell
-300
Closed -$7.45K – 1051
2023
Q3 		$7.45K Hold
300
– – ﹤0.01% 671
2023
Q2 		$6.6K Buy
+300
New +$6.11K ﹤0.01% 694
2022
Q3 		– Sell
-320
Closed -$3.2K – 1104
2022
Q2 		$3.2K Buy
+320
New +$4.26K ﹤0.01% 770

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RA
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BAM
Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Glen Eagle Advisors's EVI Position: Q4 2023 in Review

Glen Eagle Advisors sold out of EVI Industries (EVI) in Q4 2023, closing a stake of 300 shares — an estimated $7.45K sold.

Glen Eagle Advisors first reported a position in EVI in Q2 2022 and held it in 3 quarters. The position peaked at $7.45K in Q3 2023. 50 funds tracked by Wall St. Rank hold EVI as of Q4 2023.

  • Glen Eagle Advisors reported no remaining EVI Industries position as of Q4 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 300 EVI Industries shares in Q4 2023, an estimated $7.45K.
  • Glen Eagle Advisors first reported a position in EVI Industries in Q2 2022 and held it in 3 quarters.
  • Glen Eagle Advisors's EVI Industries position peaked at $7.45K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held EVI Industries as of Q4 2023.

Based on Glen Eagle Advisors's 13F filing for Q4 2023, filed 13 Aug 2024.