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Mendota Financial Group’s EVI Industries EVI Stock Holding History

Mendota Financial Group’s Portfolio EVI Stock Details EVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-36,547
Closed -$706K – 650
2024
Q3 		$706K Sell
36,547
-3,530
-9% -$63.4K 0.34% 27
2024
Q2 		$758K Sell
40,077
-2,550
-6% -$53K 0.41% 28
2024
Q1 		$1.06M Sell
42,627
-12,710
-23% -$279K 0.62% 18
2023
Q4 		$1.31M Sell
55,337
-14,870
-21% -$376K 1.02% 20
2023
Q3 		$1.74M Hold
70,207
– – 1.82% 12
2023
Q2 		$1.54M Sell
70,207
-4,688
-6% -$95.5K 1.74% 13
2023
Q1 		$1.39M Buy
74,895
+3,960
+6% +$82.3K 1.39% 17
2022
Q4 		$1.69M Buy
+70,935
New +$1.39M 2.16% 12

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BAM
Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mendota Financial Group's EVI Position: Q4 2024 in Review

Mendota Financial Group sold out of EVI Industries (EVI) in Q4 2024, closing a stake of 36,547 shares — an estimated $706K sold.

Mendota Financial Group first reported a position in EVI in Q4 2022 and held it in 8 quarters. The position peaked at $1.74M in Q3 2023. 57 funds tracked by Wall St. Rank hold EVI as of Q4 2024.

  • Mendota Financial Group reported no remaining EVI Industries position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 36,547 EVI Industries shares in Q4 2024, an estimated $706K.
  • Mendota Financial Group first reported a position in EVI Industries in Q4 2022 and held it in 8 quarters.
  • Mendota Financial Group's EVI Industries position peaked at $1.74M in Q3 2023.
  • 57 funds tracked by Wall St. Rank held EVI Industries as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.