Inclusive Capital Partners’s Enviva Inc. EVA Stock Holding History

Inclusive Capital Partners’s Portfolio EVA Stock Details EVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,948,710	Closed	-$2.94M	–	5
2023 Q4	$2.94M	Sell	2,948,710 -4,650,000	-61%	-$12.9M	0.95%	3
2023 Q3	$56.8M	Hold	7,598,710	–	–	5.61%	7
2023 Q2	$82.4M	Buy	7,598,710 +1,856,271	+32%	+$27M	7.68%	7
2023 Q1	$166M	Hold	5,742,439	–	–	16.59%	2
2022 Q4	$304M	Buy	5,742,439 +530,143	+10%	+$30.3M	25.65%	1
2022 Q3	$313M	Hold	5,212,296	–	–	34.88%	1
2022 Q2	$298M	Hold	5,212,296	–	–	33.31%	1
2022 Q1	$413M	Sell	5,212,296 -501,691	-9%	-$36.6M	42.57%	1
2021 Q4	$402M	Hold	5,713,987	–	–	41.17%	1
2021 Q3	$309M	Hold	5,713,987	–	–	33.75%	1
2021 Q2	$299M	Buy	5,713,987 +879,120	+18%	+$43.3M	27.74%	1
2021 Q1	$234M	Hold	4,834,867	–	–	17.36%	1
2020 Q4	$220M	Buy	+4,834,867	New	+$211M	22.26%	1

Other funds holding EVA

Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return

AIP LLC New York $95.2M AUM 36.56% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

KCP

Keyframe Capital Partners New York $202K AUM 3.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BPGAM

BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIC

Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Inclusive Capital Partners's EVA Position: Q1 2024 in Review

Inclusive Capital Partners sold out of Enviva Inc. (EVA) in Q1 2024, closing a stake of 2,948,710 shares — an estimated $2.94M sold.

Inclusive Capital Partners first reported a position in EVA in Q4 2020 and held it in 13 quarters. The position peaked at $413M in Q1 2022. 99 funds tracked by Wall St. Rank hold EVA as of Q1 2024.

Inclusive Capital Partners reported no remaining Enviva Inc. position as of Q1 2024 after selling out during the quarter.
Inclusive Capital Partners sold 2,948,710 Enviva Inc. shares in Q1 2024, an estimated $2.94M.
Inclusive Capital Partners first reported a position in Enviva Inc. in Q4 2020 and held it in 13 quarters.
Inclusive Capital Partners's Enviva Inc. position peaked at $413M in Q1 2022.
99 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2024.

Based on Inclusive Capital Partners's 13F filing for Q1 2024, filed 15 May 2024.