JY
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Jeff Yass’s EVI Industries EVI Stock Holding History

Jeff Yass’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
Q2 		– Sell
-37,649
Closed -$745K – 12350
2023
Q1 		$745K Buy
37,649
+24,165
+179% +$502K ﹤0.01% 7568
2022
Q4 		$322K Buy
+13,484
New +$265K ﹤0.01% 8918
2017
Q2 		– Sell
-13,891
Closed -$263K – 9328
2017
Q1 		$263K Buy
+13,891
New +$247K ﹤0.01% 7559

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 $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 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 $1.79B AUM 38.49% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Jeff Yass's EVI Position: Q2 2023 in Review

Jeff Yass sold out of EVI Industries (EVI) in Q2 2023, closing a stake of 37,649 shares — an estimated $745K sold.

Jeff Yass first reported a position in EVI in Q1 2017 and held it in 3 quarters. The position peaked at $745K in Q1 2023. 47 funds tracked by Wall St. Rank hold EVI as of Q2 2023.

  • Jeff Yass reported no remaining EVI Industries position as of Q2 2023 after selling out during the quarter.
  • Jeff Yass sold 37,649 EVI Industries shares in Q2 2023, an estimated $745K.
  • Jeff Yass first reported a position in EVI Industries in Q1 2017 and held it in 3 quarters.
  • Jeff Yass's EVI Industries position peaked at $745K in Q1 2023.
  • 47 funds tracked by Wall St. Rank held EVI Industries as of Q2 2023.

Based on Susquehanna International Group's 13F filing for Q2 2023, filed 11 Aug 2023.