LF
EVA

Lee Financial’s Enviva Inc. EVA Stock Holding History

Lee Financial’s Portfolio EVA Stock Details EVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-31,551
Closed -$911K – 846
2023
Q1 		$911K Buy
31,551
+2,277
+8% +$92.9K 0.16% 62
2022
Q4 		$1.55M Buy
29,274
+3,950
+16% +$226K 0.26% 50
2022
Q3 		$1.52M Buy
25,324
+1
+0% +$67 0.28% 50
2022
Q2 		$1.45M Buy
25,323
+4,221
+20% +$318K 0.27% 52
2022
Q1 		$1.67M Buy
+21,102
New +$1.54M 0.3% 47

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
CG
Covalis (Gibraltar) Midtown, Gibraltar $22.5M AUM 9.5% 1-Year Est. Return

Lee Financial's EVA Position: Q2 2023 in Review

Lee Financial sold out of Enviva Inc. (EVA) in Q2 2023, closing a stake of 31,551 shares — an estimated $911K sold.

Lee Financial first reported a position in EVA in Q1 2022 and held it in 5 quarters. The position peaked at $1.67M in Q1 2022. 161 funds tracked by Wall St. Rank hold EVA as of Q2 2023.

  • Lee Financial reported no remaining Enviva Inc. position as of Q2 2023 after selling out during the quarter.
  • Lee Financial sold 31,551 Enviva Inc. shares in Q2 2023, an estimated $911K.
  • Lee Financial first reported a position in Enviva Inc. in Q1 2022 and held it in 5 quarters.
  • Lee Financial's Enviva Inc. position peaked at $1.67M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.