SIM
EVA

Sonora Investment Management’s Enviva Inc. EVA Stock Holding History

Sonora Investment Management’s Portfolio EVA Stock Details EVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$22K Sell
400
-200
-33% -$10.8K ﹤0.01% 611
2021
Q2 		$31K Sell
600
-154
-20% -$7.59K ﹤0.01% 484
2021
Q1 		$36K Buy
+754
New +$37.3K ﹤0.01% 712

Other funds holding EVA

RH
Riverstone Holdings New York $30.9M AUM 53.91% 1-Year Est. Return
ICP
Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Sonora Investment Management's EVA Position: Q3 2021 in Review

Sonora Investment Management reduced its Enviva Inc. (EVA) stake by 33% in Q3 2021, selling an estimated $10.8K and leaving 400 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Sonora Investment Management first reported a position in EVA in Q1 2021 and has held it in 3 quarters since. The position peaked at $36K in Q1 2021. 127 funds tracked by Wall St. Rank hold EVA as of Q3 2021.

  • Sonora Investment Management held 400 shares of Enviva Inc. worth $22K as of Q3 2021.
  • Sonora Investment Management sold 200 Enviva Inc. shares in Q3 2021, an estimated $10.8K.
  • Enviva Inc. made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #611 holding.
  • Sonora Investment Management first reported a position in Enviva Inc. in Q1 2021 and has held it in 3 quarters since.
  • Sonora Investment Management's Enviva Inc. position peaked at $36K in Q1 2021.
  • 127 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.