HCS
EVI icon

Harvest Capital Strategies’s EVI Industries EVI Stock Holding History

Harvest Capital Strategies’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
2018
Q1 		– Sell
-4,700
Closed -$188K – 59
2017
Q4 		$188K Sell
4,700
-200
-4% -$5.71K 0.03% 49
2017
Q3 		$135K Sell
4,900
-57,508
-92% -$1.62M 0.03% 49
2017
Q2 		$1.69M Buy
+62,408
New +$1.45M 0.2% 45

Other funds holding EVI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harvest Capital Strategies's EVI Position: Q1 2018 in Review

Harvest Capital Strategies sold out of EVI Industries (EVI) in Q1 2018, closing a stake of 4,700 shares — an estimated $188K sold.

Harvest Capital Strategies first reported a position in EVI in Q2 2017 and held it in 3 quarters. The position peaked at $1.69M in Q2 2017. 41 funds tracked by Wall St. Rank hold EVI as of Q1 2018.

  • Harvest Capital Strategies reported no remaining EVI Industries position as of Q1 2018 after selling out during the quarter.
  • Harvest Capital Strategies sold 4,700 EVI Industries shares in Q1 2018, an estimated $188K.
  • Harvest Capital Strategies first reported a position in EVI Industries in Q2 2017 and held it in 3 quarters.
  • Harvest Capital Strategies's EVI Industries position peaked at $1.69M in Q2 2017.
  • 41 funds tracked by Wall St. Rank held EVI Industries as of Q1 2018.

Based on Harvest Capital Strategies's 13F filing for Q1 2018, filed 15 May 2018.