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 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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

ELI

Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

O'Shaughnessy Asset Management's EVI Position: Q1 2026 in Review

O'Shaughnessy Asset Management reduced its EVI Industries (EVI) stake by 32% in Q1 2026, selling an estimated $237K and leaving 22,759 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

O'Shaughnessy Asset Management first reported a position in EVI in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.07M in Q3 2025. 74 funds tracked by Wall St. Rank hold EVI as of Q1 2026.

O'Shaughnessy Asset Management held 22,759 shares of EVI Industries worth $468K as of Q1 2026.
O'Shaughnessy Asset Management sold 10,588 EVI Industries shares in Q1 2026, an estimated $237K.
EVI Industries made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1563 holding.
O'Shaughnessy Asset Management first reported a position in EVI Industries in Q4 2020 and has held it in 8 quarters since.
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 Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.