Marshall Wace North America’s Enviva Inc. EVA Stock Holding History

Marshall Wace North America’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
2021 Q3	$988K	Sell	18,274 -21,449	-54%	-$1.15M	﹤0.01%	925
2021 Q2	$2.08M	Buy	39,723 +14,383	+57%	+$709K	0.01%	795
2021 Q1	$1.22M	Sell	25,340 -31,999	-56%	-$1.58M	0.01%	972
2020 Q4	$2.6M	Sell	57,339 -77,388	-57%	-$3.38M	0.01%	690
2020 Q3	$5.42M	Buy	134,727 +61,530	+84%	+$2.42M	0.03%	374
2020 Q2	$2.64M	Buy	+73,197	New	+$2.43M	0.02%	510
2019 Q3	–	Sell	-15,479	Closed	-$486K	–	1595
2019 Q2	$486K	Buy	+15,479	New	+$491K	﹤0.01%	896
2018 Q2	–	Sell	-39,283	Closed	-$1.08M	–	1758
2018 Q1	$1.08M	Buy	39,283 +29,390	+297%	+$806K	0.01%	979
2017 Q4	$274K	Sell	9,893 -2,218	-18%	-$63.8K	﹤0.01%	1240
2017 Q3	$363K	Sell	12,111 -16,096	-57%	-$464K	﹤0.01%	1114
2017 Q2	$790K	Buy	+28,207	New	+$792K	0.01%	999

Other funds holding EVA

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Marshall Wace North America's EVA Position: Q3 2021 in Review

Marshall Wace North America reduced its Enviva Inc. (EVA) stake by 54% in Q3 2021, selling an estimated $1.15M and leaving 18,274 shares worth $988K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Marshall Wace North America first reported a position in EVA in Q2 2017 and has held it in 11 quarters since. The position peaked at $5.42M in Q3 2020. 126 funds tracked by Wall St. Rank hold EVA as of Q3 2021.

Marshall Wace North America held 18,274 shares of Enviva Inc. worth $988K as of Q3 2021.
Marshall Wace North America sold 21,449 Enviva Inc. shares in Q3 2021, an estimated $1.15M.
Enviva Inc. made up ﹤0.01% of Marshall Wace North America's portfolio in Q3 2021, its #925 holding.
Marshall Wace North America first reported a position in Enviva Inc. in Q2 2017 and has held it in 11 quarters since.
Marshall Wace North America's Enviva Inc. position peaked at $5.42M in Q3 2020.
126 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2021.

Based on Marshall Wace North America's 13F filing for Q3 2021, filed 15 Nov 2021.