HWM
EVRI

HB Wealth Management’s Everi Holdings EVRI Stock Holding History

HB Wealth Management’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
2024
Q3 		– Sell
-84,357
Closed -$709K – 992
2024
Q2 		$709K Buy
+84,357
New +$689K 0.01% 446

Other funds holding EVRI

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
KLCMU
Kite Lake Capital Management (UK) London, United Kingdom $125M AUM 198.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

HB Wealth Management's EVRI Position: Q3 2024 in Review

HB Wealth Management sold out of Everi Holdings (EVRI) in Q3 2024, closing a stake of 84,357 shares — an estimated $709K sold.

HB Wealth Management first reported a position in EVRI in Q2 2024 and held it in 1 quarter. The position peaked at $709K in Q2 2024. 203 funds tracked by Wall St. Rank hold EVRI as of Q3 2024.

  • HB Wealth Management reported no remaining Everi Holdings position as of Q3 2024 after selling out during the quarter.
  • HB Wealth Management sold 84,357 Everi Holdings shares in Q3 2024, an estimated $709K.
  • HB Wealth Management first reported a position in Everi Holdings in Q2 2024 and held it in 1 quarter.
  • HB Wealth Management's Everi Holdings position peaked at $709K in Q2 2024.
  • 203 funds tracked by Wall St. Rank held Everi Holdings as of Q3 2024.

Based on HB Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.