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EVI icon

SignatureFD’s EVI Industries EVI Stock Holding History

SignatureFD’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
2022
Q2 		– Sell
-3
Closed – – 3171
2022
Q1 		$0 Sell
3
-19
-86% -$414 ﹤0.01% 3185
2021
Q4 		$1K Hold
22
– – ﹤0.01% 2907
2021
Q3 		$1K Hold
22
– – ﹤0.01% 2813
2021
Q2 		$1K Hold
22
– – ﹤0.01% 2715
2021
Q1 		$1K Sell
22
-17
-44% -$595 ﹤0.01% 2613
2020
Q4 		$1K Hold
39
– – ﹤0.01% 2415
2020
Q3 		$1K Hold
39
– – ﹤0.01% 2405
2020
Q2 		$1K Buy
+39
New +$768 ﹤0.01% 2293

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
CM
Conifer Management New York $524M AUM 14.11% 1-Year Est. Return

SignatureFD's EVI Position: Q2 2022 in Review

SignatureFD sold out of EVI Industries (EVI) in Q2 2022, closing a stake of 3 shares.

SignatureFD first reported a position in EVI in Q2 2020 and held it in 8 quarters. The position peaked at $1K in Q4 2021. 43 funds tracked by Wall St. Rank hold EVI as of Q2 2022.

  • SignatureFD reported no remaining EVI Industries position as of Q2 2022 after selling out during the quarter.
  • SignatureFD sold 3 EVI Industries shares in Q2 2022.
  • SignatureFD first reported a position in EVI Industries in Q2 2020 and held it in 8 quarters.
  • SignatureFD's EVI Industries position peaked at $1K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held EVI Industries as of Q2 2022.

Based on SignatureFD's 13F filing for Q2 2022, filed 10 Aug 2022.