RJA
EVI icon

Raymond James & Associates’s EVI Industries EVI Stock Holding History

Raymond James & Associates’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
2024
Q3 		$3.55M Sell
183,901
-4,182
-2% -$75.1K ﹤0.01% 1875
2024
Q2 		$3.56M Buy
188,083
+4,918
+3% +$102K ﹤0.01% 1813
2024
Q1 		$4.56M Sell
183,165
-1,032
-0.6% -$22.7K ﹤0.01% 1655
2023
Q4 		$4.37M Sell
184,197
-1,158
-0.6% -$29.3K ﹤0.01% 1623
2023
Q3 		$4.6M Sell
185,355
-1,610
-0.9% -$40.6K ﹤0.01% 1515
2023
Q2 		$4.11M Sell
186,965
-3,107
-2% -$63.3K ﹤0.01% 1612
2023
Q1 		$3.76M Buy
190,072
+1,429
+0.8% +$29.7K ﹤0.01% 1663
2022
Q4 		$4.5M Buy
188,643
+889
+0.5% +$17.5K ﹤0.01% 1468
2022
Q3 		$3.41M Buy
187,754
+91,254
+95% +$1.08M ﹤0.01% 1632
2022
Q2 		$964K Buy
96,500
+5,644
+6% +$75.1K ﹤0.01% 2465
2022
Q1 		$1.69M Buy
90,856
+2,581
+3% +$56.2K ﹤0.01% 2247
2021
Q4 		$2.76M Buy
88,275
+304
+0.3% +$9.73K ﹤0.01% 1947
2021
Q3 		$2.39M Buy
87,971
+8,461
+11% +$227K ﹤0.01% 1977
2021
Q2 		$2.26M Buy
79,510
+1,182
+2% +$34.6K ﹤0.01% 2021
2021
Q1 		$2.25M Buy
78,328
+1,631
+2% +$57.1K ﹤0.01% 1938
2020
Q4 		$2.29M Buy
76,697
+2,408
+3% +$73.8K ﹤0.01% 1813
2020
Q3 		$1.98M Buy
74,289
+36,923
+99% +$902K ﹤0.01% 1777
2020
Q2 		$811K Buy
+37,366
New +$736K ﹤0.01% 2299
2019
Q4 		– Sell
-13,054
Closed -$417K – 3689
2019
Q3 		$417K Buy
13,054
+180
+1% +$5.97K ﹤0.01% 2782
2019
Q2 		$493K Buy
12,874
+374
+3% +$13.8K ﹤0.01% 2673
2019
Q1 		$477K Hold
12,500
– – ﹤0.01% 2682
2018
Q4 		$417K Hold
12,500
– – ﹤0.01% 2656
2018
Q3 		$487K Hold
12,500
– – ﹤0.01% 2726
2018
Q2 		$504K Buy
+12,500
New +$483K ﹤0.01% 2686
2017
Q3 		– Sell
-30,000
Closed -$812K – 3426
2017
Q2 		$812K Buy
+30,000
New +$695K ﹤0.01% 2159

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BAM
Broadcrest Asset Management Winter Park, Florida $44.1M AUM 4.51% 1-Year Est. Return
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
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James & Associates's EVI Position: Q3 2024 in Review

Raymond James & Associates reduced its EVI Industries (EVI) stake by 2.2% in Q3 2024, selling an estimated $75.1K and leaving 183,901 shares worth $3.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1875.

Raymond James & Associates first reported a position in EVI in Q2 2017 and has held it in 25 quarters since. The position peaked at $4.6M in Q3 2023. 59 funds tracked by Wall St. Rank hold EVI as of Q3 2024.

  • Raymond James & Associates held 183,901 shares of EVI Industries worth $3.55M as of Q3 2024.
  • Raymond James & Associates sold 4,182 EVI Industries shares in Q3 2024, an estimated $75.1K.
  • EVI Industries made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1875 holding.
  • Raymond James & Associates first reported a position in EVI Industries in Q2 2017 and has held it in 25 quarters since.
  • Raymond James & Associates's EVI Industries position peaked at $4.6M in Q3 2023.
  • 59 funds tracked by Wall St. Rank held EVI Industries as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.