MAM
EVA

Morse Asset Management’s Enviva Inc. EVA Stock Holding History

Morse Asset Management’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
2023
Q1 		– Sell
-9,075
Closed -$481K – 150
2022
Q4 		$481K Sell
9,075
-4,650
-34% -$266K 0.17% 104
2022
Q3 		$824K Sell
13,725
-3,150
-19% -$212K 0.31% 79
2022
Q2 		$966K Buy
16,875
+1,000
+6% +$75.3K 0.31% 81
2022
Q1 		$1.26M Buy
15,875
+575
+4% +$42K 0.31% 82
2021
Q4 		$1.08M Sell
15,300
-500
-3% -$33.5K 0.24% 86
2021
Q3 		$855K Sell
15,800
-600
-4% -$32.3K 0.2% 101
2021
Q2 		$860K Sell
16,400
-1,800
-10% -$88.7K 0.21% 92
2021
Q1 		$880K Buy
18,200
+7,700
+73% +$381K 0.23% 90
2020
Q4 		$477K Buy
10,500
+1,800
+21% +$78.6K 0.13% 106
2020
Q3 		$350K Buy
8,700
+700
+9% +$27.5K 0.11% 103
2020
Q2 		$288K Hold
8,000
– – 0.1% 104
2020
Q1 		$214K Hold
8,000
– – 0.1% 99
2019
Q4 		$298K Hold
8,000
– – 0.1% 112
2019
Q3 		$256K Buy
+8,000
New +$246K 0.1% 112

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Morse Asset Management's EVA Position: Q1 2023 in Review

Morse Asset Management sold out of Enviva Inc. (EVA) in Q1 2023, closing a stake of 9,075 shares — an estimated $481K sold.

Morse Asset Management first reported a position in EVA in Q3 2019 and held it in 14 quarters. The position peaked at $1.26M in Q1 2022. 176 funds tracked by Wall St. Rank hold EVA as of Q1 2023.

  • Morse Asset Management reported no remaining Enviva Inc. position as of Q1 2023 after selling out during the quarter.
  • Morse Asset Management sold 9,075 Enviva Inc. shares in Q1 2023, an estimated $481K.
  • Morse Asset Management first reported a position in Enviva Inc. in Q3 2019 and held it in 14 quarters.
  • Morse Asset Management's Enviva Inc. position peaked at $1.26M in Q1 2022.
  • 176 funds tracked by Wall St. Rank held Enviva Inc. as of Q1 2023.

Based on Morse Asset Management's 13F filing for Q1 2023, filed 3 May 2023.