Marathon Capital Management’s Enviva Inc. EVA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-19,321
Closed -$558K 167
2023
Q1
$558K Buy
+19,321
New +$788K 0.14% 92
2022
Q1
Sell
-10,000
Closed -$704K 168
2021
Q4
$704K Hold
10,000
0.17% 87
2021
Q3
$541K Hold
10,000
0.12% 104
2021
Q2
$524K Buy
10,000
+2,500
+33% +$123K 0.12% 95
2021
Q1
$362K Buy
7,500
+2,500
+50% +$124K 0.1% 109
2020
Q4
$227K Buy
+5,000
New +$218K 0.07% 138

Other funds holding EVA

Marathon Capital Management's EVA Position: Q2 2023 in Review

Marathon Capital Management sold out of Enviva Inc. (EVA) in Q2 2023, closing a stake of 19,321 shares — an estimated $558K sold.

Marathon Capital Management first reported a position in EVA in Q4 2020 and held it in 6 quarters. The position peaked at $704K in Q4 2021. 161 funds tracked by Wall St. Rank hold EVA as of Q2 2023.

  • Marathon Capital Management reported no remaining Enviva Inc. position as of Q2 2023 after selling out during the quarter.
  • Marathon Capital Management sold 19,321 Enviva Inc. shares in Q2 2023, an estimated $558K.
  • Marathon Capital Management first reported a position in Enviva Inc. in Q4 2020 and held it in 6 quarters.
  • Marathon Capital Management's Enviva Inc. position peaked at $704K in Q4 2021.
  • 161 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2023.

Based on Marathon Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.