Invesco
EVI icon

Invesco’s EVI Industries EVI Stock Holding History

Invesco’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
2023
Q4 		– Sell
-11,174
Closed -$277K – 3847
2023
Q3 		$277K Buy
+11,174
New +$282K ﹤0.01% 3482

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BAM
Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Invesco's EVI Position: Q4 2023 in Review

Invesco sold out of EVI Industries (EVI) in Q4 2023, closing a stake of 11,174 shares — an estimated $277K sold.

Invesco first reported a position in EVI in Q3 2023 and held it in 1 quarter. The position peaked at $277K in Q3 2023. 50 funds tracked by Wall St. Rank hold EVI as of Q4 2023.

  • Invesco reported no remaining EVI Industries position as of Q4 2023 after selling out during the quarter.
  • Invesco sold 11,174 EVI Industries shares in Q4 2023, an estimated $277K.
  • Invesco first reported a position in EVI Industries in Q3 2023 and held it in 1 quarter.
  • Invesco's EVI Industries position peaked at $277K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held EVI Industries as of Q4 2023.

Based on Invesco's 13F filing for Q4 2023, filed 13 Feb 2024.