Massachusetts Financial Services
EVRI

Massachusetts Financial Services’s Everi Holdings EVRI Stock Holding History

Massachusetts Financial Services’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
2021
Q4 		– Sell
-90,725
Closed -$2.19M – 905
2021
Q3 		$2.19M Sell
90,725
-33,573
-27% -$767K ﹤0.01% 774
2021
Q2 		$3.1M Buy
124,298
+1,067
+0.9% +$20.1K ﹤0.01% 739
2021
Q1 		$1.74M Buy
+123,231
New +$1.75M ﹤0.01% 782
2020
Q2 		– Sell
-188,329
Closed -$621K – 806
2020
Q1 		$621K Buy
188,329
+140,159
+291% +$1.43M ﹤0.01% 757
2019
Q4 		$647K Sell
48,170
-5,200
-10% -$59.3K ﹤0.01% 772
2019
Q3 		$451K Buy
53,370
+5,955
+13% +$61K ﹤0.01% 800
2019
Q2 		$566K Buy
+47,415
New +$515K ﹤0.01% 810
2015
Q2 		– Sell
-91,854
Closed -$700K – 896
2015
Q1 		$700K Sell
91,854
-6,623
-7% -$47.2K ﹤0.01% 813
2014
Q4 		$704K Buy
98,477
+4,764
+5% +$33.5K ﹤0.01% 821
2014
Q3 		$633K Sell
93,713
-2,580
-3% -$20.7K ﹤0.01% 825
2014
Q2 		$857K Sell
96,293
-3,617
-4% -$28.7K ﹤0.01% 797
2014
Q1 		$685K Sell
99,910
-6,760
-6% -$57.6K ﹤0.01% 804
2013
Q4 		$1.07M Sell
106,670
-7,950
-7% -$69.9K ﹤0.01% 726
2013
Q3 		$895K Sell
114,620
-4,210
-4% -$31.1K ﹤0.01% 731
2013
Q2 		$744K Buy
+118,830
New +$809K ﹤0.01% 744

Other funds holding EVRI

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

Massachusetts Financial Services's EVRI Position: Q4 2021 in Review

Massachusetts Financial Services sold out of Everi Holdings (EVRI) in Q4 2021, closing a stake of 90,725 shares — an estimated $2.19M sold.

Massachusetts Financial Services first reported a position in EVRI in Q2 2013 and held it in 15 quarters. The position peaked at $3.1M in Q2 2021. 224 funds tracked by Wall St. Rank hold EVRI as of Q4 2021.

  • Massachusetts Financial Services reported no remaining Everi Holdings position as of Q4 2021 after selling out during the quarter.
  • Massachusetts Financial Services sold 90,725 Everi Holdings shares in Q4 2021, an estimated $2.19M.
  • Massachusetts Financial Services first reported a position in Everi Holdings in Q2 2013 and held it in 15 quarters.
  • Massachusetts Financial Services's Everi Holdings position peaked at $3.1M in Q2 2021.
  • 224 funds tracked by Wall St. Rank held Everi Holdings as of Q4 2021.

Based on Massachusetts Financial Services's 13F filing for Q4 2021, filed 10 Feb 2022.