RJT
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Raymond James Trust’s EVI Industries EVI Stock Holding History

Raymond James Trust’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
Q2 		– Sell
-8,372
Closed -$208K – 1275
2024
Q1 		$208K Buy
+8,372
New +$184K 0.01% 1173
2023
Q4 		– Sell
-8,103
Closed -$201K – 1219
2023
Q3 		$201K Buy
+8,103
New +$205K 0.01% 1085

Other funds holding EVI

GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
RA
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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Raymond James Trust's EVI Position: Q2 2024 in Review

Raymond James Trust sold out of EVI Industries (EVI) in Q2 2024, closing a stake of 8,372 shares — an estimated $208K sold.

Raymond James Trust first reported a position in EVI in Q3 2023 and held it in 2 quarters. The position peaked at $208K in Q1 2024. 57 funds tracked by Wall St. Rank hold EVI as of Q2 2024.

  • Raymond James Trust reported no remaining EVI Industries position as of Q2 2024 after selling out during the quarter.
  • Raymond James Trust sold 8,372 EVI Industries shares in Q2 2024, an estimated $208K.
  • Raymond James Trust first reported a position in EVI Industries in Q3 2023 and held it in 2 quarters.
  • Raymond James Trust's EVI Industries position peaked at $208K in Q1 2024.
  • 57 funds tracked by Wall St. Rank held EVI Industries as of Q2 2024.

Based on Raymond James Trust's 13F filing for Q2 2024, filed 25 Jul 2024.