MYIA
EVRI

Mount Yale Investment Advisors’s Everi Holdings EVRI Stock Holding History

Mount Yale Investment Advisors’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
2025
Q1 		– Sell
-12,724
Closed -$172K – 549
2024
Q4 		$172K Sell
12,724
-4,194
-25% -$56.1K 0.01% 529
2024
Q3 		$222K Buy
16,918
+53
+0.3% +$625 0.02% 507
2024
Q2 		$142K Buy
16,865
+21
+0.1% +$171 0.01% 522
2024
Q1 		$169K Buy
16,844
+5,371
+47% +$55.6K 0.01% 521
2023
Q4 		$129K Buy
11,473
+301
+3% +$3.39K 0.01% 484
2023
Q3 		$148K Sell
11,172
-289
-3% -$4.11K 0.02% 485
2023
Q2 		$166K Sell
11,461
-801
-7% -$12.2K 0.02% 467
2023
Q1 		$210K Buy
12,262
+369
+3% +$6.38K 0.02% 453
2022
Q4 		$171K Sell
11,893
-2,753
-19% -$45.7K 0.02% 440
2022
Q3 		$238K Sell
14,646
-179
-1% -$3.3K 0.03% 385
2022
Q2 		$242K Buy
14,825
+3,336
+29% +$58.7K 0.03% 408
2022
Q1 		$241K Buy
11,489
+1,140
+11% +$24.3K 0.03% 416
2021
Q4 		$221K Sell
10,349
-164
-2% -$3.74K 0.02% 436
2021
Q3 		$254K Sell
10,513
-1,692
-14% -$38.6K 0.03% 390
2021
Q2 		$304K Sell
12,205
-5,694
-32% -$107K 0.04% 316
2021
Q1 		$253K Buy
17,899
+5,170
+41% +$73.5K 0.03% 352
2020
Q4 		$176K Sell
12,729
-6,987
-35% -$75.9K 0.02% 384
2020
Q3 		$163K Buy
+19,716
New +$137K 0.02% 340
2020
Q1 		– Sell
-10,391
Closed -$130K – 308
2019
Q4 		$130K Buy
+10,391
New +$119K 0.02% 319
2019
Q3 		– Sell
-10,131
Closed -$100K – 310
2019
Q2 		$100K Sell
10,131
-2,361
-19% -$25.6K 0.02% 300
2019
Q1 		$131K Buy
12,492
+96
+0.8% +$730 0.02% 294
2018
Q4 		$89K Buy
12,396
+1,343
+12% +$9.16K 0.02% 304
2018
Q3 		$80K Buy
+11,053
New +$90.6K 0.01% 508

Other funds holding EVRI

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.7B AUM 97.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mount Yale Investment Advisors's EVRI Position: Q1 2025 in Review

Mount Yale Investment Advisors sold out of Everi Holdings (EVRI) in Q1 2025, closing a stake of 12,724 shares — an estimated $172K sold.

Mount Yale Investment Advisors first reported a position in EVRI in Q3 2018 and held it in 23 quarters. The position peaked at $304K in Q2 2021. 205 funds tracked by Wall St. Rank hold EVRI as of Q1 2025.

  • Mount Yale Investment Advisors reported no remaining Everi Holdings position as of Q1 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 12,724 Everi Holdings shares in Q1 2025, an estimated $172K.
  • Mount Yale Investment Advisors first reported a position in Everi Holdings in Q3 2018 and held it in 23 quarters.
  • Mount Yale Investment Advisors's Everi Holdings position peaked at $304K in Q2 2021.
  • 205 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2025, filed 16 Apr 2025.