GI
EVRI

Gradient Investments’s Everi Holdings EVRI Stock Holding History

Gradient Investments’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6,000
Closed -$145K – 1260
2021
Q3 		$145K Hold
6,000
– – ﹤0.01% 319
2021
Q2 		$150K Hold
6,000
– – ﹤0.01% 318
2021
Q1 		$85K Hold
6,000
– – ﹤0.01% 385
2020
Q4 		$50K Hold
6,000
– – ﹤0.01% 404
2020
Q3 		$50K Buy
+6,000
New +$41.6K ﹤0.01% 407

Other funds holding EVRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Gradient Investments's EVRI Position: Q4 2021 in Review

Gradient Investments sold out of Everi Holdings (EVRI) in Q4 2021, closing a stake of 6,000 shares — an estimated $145K sold.

Gradient Investments first reported a position in EVRI in Q3 2020 and held it in 5 quarters. The position peaked at $150K in Q2 2021. 224 funds tracked by Wall St. Rank hold EVRI as of Q4 2021.

  • Gradient Investments reported no remaining Everi Holdings position as of Q4 2021 after selling out during the quarter.
  • Gradient Investments sold 6,000 Everi Holdings shares in Q4 2021, an estimated $145K.
  • Gradient Investments first reported a position in Everi Holdings in Q3 2020 and held it in 5 quarters.
  • Gradient Investments's Everi Holdings position peaked at $150K in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Everi Holdings as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.