Occudo Quantitative Strategies’s Everi Holdings EVRI Stock Holding History

Occudo Quantitative Strategies’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
2023 Q1	–	Sell	-62,933	Closed	-$903K	–	981
2022 Q4	$903K	Buy	62,933 +42,275	+205%	+$702K	0.11%	319
2022 Q3	$335K	Sell	20,658 -9,505	-32%	-$175K	0.03%	811
2022 Q2	$492K	Sell	30,163 -7,190	-19%	-$127K	0.04%	628
2022 Q1	$784K	Buy	37,353 +6,022	+19%	+$128K	0.07%	468
2021 Q4	$669K	Buy	31,331 +20,249	+183%	+$461K	0.06%	505
2021 Q3	$268K	Sell	11,082 -18,818	-63%	-$430K	0.03%	769
2021 Q2	$746K	Sell	29,900 -1,717	-5%	-$32.4K	0.11%	295
2021 Q1	$446K	Sell	31,617 -9,277	-23%	-$132K	0.1%	366
2020 Q4	$565K	Buy	+40,894	New	+$444K	0.18%	203

Other funds holding EVRI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SCM

Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Occudo Quantitative Strategies's EVRI Position: Q1 2023 in Review

Occudo Quantitative Strategies sold out of Everi Holdings (EVRI) in Q1 2023, closing a stake of 62,933 shares — an estimated $903K sold.

Occudo Quantitative Strategies first reported a position in EVRI in Q4 2020 and held it in 9 quarters. The position peaked at $903K in Q4 2022. 208 funds tracked by Wall St. Rank hold EVRI as of Q1 2023.

Occudo Quantitative Strategies reported no remaining Everi Holdings position as of Q1 2023 after selling out during the quarter.
Occudo Quantitative Strategies sold 62,933 Everi Holdings shares in Q1 2023, an estimated $903K.
Occudo Quantitative Strategies first reported a position in Everi Holdings in Q4 2020 and held it in 9 quarters.
Occudo Quantitative Strategies's Everi Holdings position peaked at $903K in Q4 2022.
208 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q1 2023, filed 15 May 2023.