OSAM
EVI icon

O'Shaughnessy Asset Management’s EVI Industries EVI Stock Holding History

O'Shaughnessy Asset Management’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
2026
Q2 		– Sell
-22,759
Closed -$468K – 2695
2026
Q1 		$468K Sell
22,759
-10,588
-32% -$237K ﹤0.01% 1563
2025
Q4 		$822K Sell
33,347
-604
-2% -$15K ﹤0.01% 1240
2025
Q3 		$1.07M Buy
33,951
+23,016
+210% +$602K 0.01% 1088
2025
Q2 		$239K Buy
+10,935
New +$195K ﹤0.01% 1743
2021
Q4 		– Sell
-15
Closed – – 1629
2021
Q3 		$0 Sell
15
-8
-35% -$214 ﹤0.01% 2760
2021
Q2 		$1K Sell
23
-5
-18% -$146 ﹤0.01% 2412
2021
Q1 		$1K Hold
28
– – ﹤0.01% 2172
2020
Q4 		$1K Buy
+28
New +$858 ﹤0.01% 1921

Other funds holding EVI

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $514M AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Shaughnessy Asset Management's EVI Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of EVI Industries (EVI) in Q2 2026, closing a stake of 22,759 shares — an estimated $468K sold.

O'Shaughnessy Asset Management first reported a position in EVI in Q4 2020 and held it in 8 quarters. The position peaked at $1.07M in Q3 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q2 2026.

  • O'Shaughnessy Asset Management reported no remaining EVI Industries position as of Q2 2026 after selling out during the quarter.
  • O'Shaughnessy Asset Management sold 22,759 EVI Industries shares in Q2 2026, an estimated $468K.
  • O'Shaughnessy Asset Management first reported a position in EVI Industries in Q4 2020 and held it in 8 quarters.
  • O'Shaughnessy Asset Management's EVI Industries position peaked at $1.07M in Q3 2025.
  • 74 funds tracked by Wall St. Rank held EVI Industries as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.