LA
EVRI

LVW Advisors’s Everi Holdings EVRI Stock Holding History

LVW Advisors’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
-12,287
Closed -$176K – 238
2022
Q4 		$176K Buy
12,287
+690
+6% +$11.5K 0.04% 225
2022
Q3 		$188K Hold
11,597
– – 0.04% 211
2022
Q2 		$189K Sell
11,597
-4,147
-26% -$73K 0.04% 221
2022
Q1 		$330K Buy
15,744
+628
+4% +$13.4K 0.06% 183
2021
Q4 		$323K Buy
15,116
+4,227
+39% +$96.3K 0.06% 187
2021
Q3 		$263K Buy
10,889
+602
+6% +$13.7K 0.05% 205
2021
Q2 		$257K Buy
+10,287
New +$194K 0.05% 199

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

LVW Advisors's EVRI Position: Q1 2023 in Review

LVW Advisors sold out of Everi Holdings (EVRI) in Q1 2023, closing a stake of 12,287 shares — an estimated $176K sold.

LVW Advisors first reported a position in EVRI in Q2 2021 and held it in 7 quarters. The position peaked at $330K in Q1 2022. 208 funds tracked by Wall St. Rank hold EVRI as of Q1 2023.

  • LVW Advisors reported no remaining Everi Holdings position as of Q1 2023 after selling out during the quarter.
  • LVW Advisors sold 12,287 Everi Holdings shares in Q1 2023, an estimated $176K.
  • LVW Advisors first reported a position in Everi Holdings in Q2 2021 and held it in 7 quarters.
  • LVW Advisors's Everi Holdings position peaked at $330K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2023.

Based on LVW Advisors's 13F filing for Q1 2023, filed 3 May 2023.