KI
EVRI

Kula Investments’s Everi Holdings EVRI Stock Holding History

Kula Investments’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
2023
Q1 		– Sell
-12,171
Closed -$175K – 683
2022
Q4 		$175K Buy
+12,171
New +$202K 0.05% 538

Other funds holding EVRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kula Investments's EVRI Position: Q1 2023 in Review

Kula Investments sold out of Everi Holdings (EVRI) in Q1 2023, closing a stake of 12,171 shares — an estimated $175K sold.

Kula Investments first reported a position in EVRI in Q4 2022 and held it in 1 quarter. The position peaked at $175K in Q4 2022. 208 funds tracked by Wall St. Rank hold EVRI as of Q1 2023.

  • Kula Investments reported no remaining Everi Holdings position as of Q1 2023 after selling out during the quarter.
  • Kula Investments sold 12,171 Everi Holdings shares in Q1 2023, an estimated $175K.
  • Kula Investments first reported a position in Everi Holdings in Q4 2022 and held it in 1 quarter.
  • Kula Investments's Everi Holdings position peaked at $175K in Q4 2022.
  • 208 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.