IFAM
EVRI

Institutional & Family Asset Management’s Everi Holdings EVRI Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-46
Closed -$518 – 747
2023
Q4 		$518 Hold
46
– – ﹤0.01% 667
2023
Q3 		$608 Hold
46
– – ﹤0.01% 651
2023
Q2 		$665 Sell
46
-32
-41% -$486 ﹤0.01% 658
2023
Q1 		$1.34K Sell
78
-14
-15% -$242 ﹤0.01% 596
2022
Q4 		$1.32K Hold
92
– – ﹤0.01% 585
2022
Q3 		$1K Hold
92
– – ﹤0.01% 631
2022
Q2 		$2K Hold
92
– – ﹤0.01% 596
2022
Q1 		$2K Sell
92
-6
-6% -$128 ﹤0.01% 642
2021
Q4 		$2K Buy
98
+28
+40% +$638 ﹤0.01% 660
2021
Q3 		$2K Sell
70
-48
-41% -$1.1K ﹤0.01% 770
2021
Q2 		$3K Hold
118
– – ﹤0.01% 773
2021
Q1 		$2K Sell
118
-69
-37% -$981 ﹤0.01% 789
2020
Q4 		$3K Sell
187
-7
-4% -$76 ﹤0.01% 699
2020
Q3 		$2K Hold
194
– – ﹤0.01% 690
2020
Q2 		$1K Sell
194
-58
-23% -$295 ﹤0.01% 768
2020
Q1 		$1K Hold
252
– – ﹤0.01% 728
2019
Q4 		$3K Hold
252
– – ﹤0.01% 656
2019
Q3 		$2K Buy
252
+61
+32% +$624 ﹤0.01% 692
2019
Q2 		$2K Hold
191
– – ﹤0.01% 707
2019
Q1 		$2K Hold
191
– – ﹤0.01% 706
2018
Q4 		$1K Buy
+191
New +$1.3K ﹤0.01% 758

Other funds holding EVRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institutional & Family Asset Management's EVRI Position: Q1 2024 in Review

Institutional & Family Asset Management sold out of Everi Holdings (EVRI) in Q1 2024, closing a stake of 46 shares — an estimated $518 sold.

Institutional & Family Asset Management first reported a position in EVRI in Q4 2018 and held it in 21 quarters. The position peaked at $3K in Q2 2021. 208 funds tracked by Wall St. Rank hold EVRI as of Q1 2024.

  • Institutional & Family Asset Management reported no remaining Everi Holdings position as of Q1 2024 after selling out during the quarter.
  • Institutional & Family Asset Management sold 46 Everi Holdings shares in Q1 2024, an estimated $518.
  • Institutional & Family Asset Management first reported a position in Everi Holdings in Q4 2018 and held it in 21 quarters.
  • Institutional & Family Asset Management's Everi Holdings position peaked at $3K in Q2 2021.
  • 208 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2024.

Based on Institutional & Family Asset Management's 13F filing for Q1 2024, filed 8 May 2024.