NGA
EVA

Naples Global Advisors’s Enviva Inc. EVA Stock Holding History

Naples Global Advisors’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
Q2 		– Sell
-36,331
Closed -$1.05M – 403
2023
Q1 		$1.05M Sell
36,331
-1,302
-3% -$53.1K 0.13% 202
2022
Q4 		$1.99M Sell
37,633
-2,023
-5% -$116K 0.25% 121
2022
Q3 		$2.38M Sell
39,656
-1,198
-3% -$80.5K 0.33% 92
2022
Q2 		$2.34M Buy
40,854
+101
+0.2% +$7.61K 0.3% 104
2022
Q1 		$3.23M Buy
+40,753
New +$2.98M 0.37% 82
2021
Q4 		– Sell
-40,451
Closed -$2.19M – 397
2021
Q3 		$2.19M Buy
40,451
+602
+2% +$32.4K 0.29% 106
2021
Q2 		$2.09M Buy
39,849
+1,400
+4% +$69K 0.29% 108
2021
Q1 		$1.86M Hold
38,449
– – 0.28% 106
2020
Q4 		$1.75M Sell
38,449
-250
-0.6% -$10.9K 0.3% 103
2020
Q3 		$1.56M Sell
38,699
-200
-0.5% -$7.87K 0.3% 103
2020
Q2 		$1.4M Sell
38,899
-525
-1% -$17.4K 0.3% 104
2020
Q1 		$1.05M Buy
39,424
+1,825
+5% +$63.5K 0.28% 117
2019
Q4 		$1.4M Buy
37,599
+100
+0.3% +$3.4K 0.29% 108
2019
Q3 		$1.2M Buy
37,499
+4,124
+12% +$127K 0.28% 122
2019
Q2 		$1.05M Sell
33,375
-600
-2% -$19K 0.26% 125
2019
Q1 		$1.1M Hold
33,975
– – 0.28% 122
2018
Q4 		$997K Sell
33,975
-115
-0.3% -$3.4K 0.28% 125
2018
Q3 		$1.08M Buy
34,090
+250
+0.7% +$7.65K 0.29% 117
2018
Q2 		$985K Buy
33,840
+400
+1% +$11.6K 0.28% 125
2018
Q1 		$916K Buy
33,440
+2,300
+7% +$63.1K 0.27% 124
2017
Q4 		$861K Buy
31,140
+1,700
+6% +$48.9K 0.25% 135
2017
Q3 		$870K Buy
29,440
+500
+2% +$14.4K 0.29% 124
2017
Q2 		$796K Buy
28,940
+500
+2% +$14K 0.28% 127
2017
Q1 		$799K Buy
28,440
+1,750
+7% +$48.4K 0.29% 132
2016
Q4 		$715K Buy
26,690
+2,165
+9% +$58.8K 0.28% 134
2016
Q3 		$662K Buy
+24,525
New +$593K 0.26% 140

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CC
Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
ACM
Arosa Capital Management Miami Beach, Florida $660M AUM 210.26% 1-Year Est. Return
CG
Covalis (Gibraltar) Midtown, Gibraltar $22.5M AUM 9.5% 1-Year Est. Return

Naples Global Advisors's EVA Position: Q2 2023 in Review

Naples Global Advisors sold out of Enviva Inc. (EVA) in Q2 2023, closing a stake of 36,331 shares — an estimated $1.05M sold.

Naples Global Advisors first reported a position in EVA in Q3 2016 and held it in 26 quarters. The position peaked at $3.23M in Q1 2022. 161 funds tracked by Wall St. Rank hold EVA as of Q2 2023.

  • Naples Global Advisors reported no remaining Enviva Inc. position as of Q2 2023 after selling out during the quarter.
  • Naples Global Advisors sold 36,331 Enviva Inc. shares in Q2 2023, an estimated $1.05M.
  • Naples Global Advisors first reported a position in Enviva Inc. in Q3 2016 and held it in 26 quarters.
  • Naples Global Advisors's Enviva Inc. position peaked at $3.23M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held Enviva Inc. as of Q2 2023.

Based on Naples Global Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.