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Glenmede Trust’s EVI Industries EVI Stock Holding History

Glenmede Trust’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
2020
Q4 		– Sell
-3,060
Closed -$81K – 1548
2020
Q3 		$81K Buy
3,060
+470
+18% +$11.5K ﹤0.01% 1221
2020
Q2 		$56K Buy
2,590
+1,720
+198% +$33.9K ﹤0.01% 1286
2020
Q1 		$23K Hold
870
– – ﹤0.01% 2016
2019
Q4 		$23K Buy
870
+435
+100% +$13.6K ﹤0.01% 2016
2019
Q3 		$13 Buy
435
+35
+9% +$1.16K ﹤0.01% 2243
2019
Q2 		$15 Buy
400
+50
+14% +$1.85K ﹤0.01% 2189
2019
Q1 		$13 Hold
350
– – ﹤0.01% 2258
2018
Q4 		$11 Buy
+350
New +$13.1K ﹤0.01% 2227
2018
Q3 		– Sell
-350
Closed -$14K – 1566
2018
Q2 		$14K Buy
350
+175
+100% +$6.76K ﹤0.01% 1801
2018
Q1 		$7K Hold
175
– – ﹤0.01% 2298
2017
Q4 		$7K Buy
+175
New +$4.99K ﹤0.01% 2298

Other funds holding EVI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Glenmede Trust's EVI Position: Q4 2020 in Review

Glenmede Trust sold out of EVI Industries (EVI) in Q4 2020, closing a stake of 3,060 shares — an estimated $81K sold.

Glenmede Trust first reported a position in EVI in Q4 2017 and held it in 11 quarters. The position peaked at $81K in Q3 2020. 50 funds tracked by Wall St. Rank hold EVI as of Q4 2020.

  • Glenmede Trust reported no remaining EVI Industries position as of Q4 2020 after selling out during the quarter.
  • Glenmede Trust sold 3,060 EVI Industries shares in Q4 2020, an estimated $81K.
  • Glenmede Trust first reported a position in EVI Industries in Q4 2017 and held it in 11 quarters.
  • Glenmede Trust's EVI Industries position peaked at $81K in Q3 2020.
  • 50 funds tracked by Wall St. Rank held EVI Industries as of Q4 2020.

Based on Glenmede Trust's 13F filing for Q4 2020, filed 16 Feb 2021.