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J.W. Cole Advisors’s EVI Industries EVI Stock Holding History

J.W. Cole Advisors’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
2025
Q4 		– Sell
-6,745
Closed -$213K – 1507
2025
Q3 		$213K Buy
+6,745
New +$176K ﹤0.01% 1407
2020
Q4 		– Sell
-13,950
Closed -$371K – 708
2020
Q3 		$371K Buy
+13,950
New +$341K 0.03% 487

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

J.W. Cole Advisors's EVI Position: Q4 2025 in Review

J.W. Cole Advisors sold out of EVI Industries (EVI) in Q4 2025, closing a stake of 6,745 shares — an estimated $213K sold.

J.W. Cole Advisors first reported a position in EVI in Q3 2020 and held it in 2 quarters. The position peaked at $371K in Q3 2020. 67 funds tracked by Wall St. Rank hold EVI as of Q4 2025.

  • J.W. Cole Advisors reported no remaining EVI Industries position as of Q4 2025 after selling out during the quarter.
  • J.W. Cole Advisors sold 6,745 EVI Industries shares in Q4 2025, an estimated $213K.
  • J.W. Cole Advisors first reported a position in EVI Industries in Q3 2020 and held it in 2 quarters.
  • J.W. Cole Advisors's EVI Industries position peaked at $371K in Q3 2020.
  • 67 funds tracked by Wall St. Rank held EVI Industries as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.