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Steward Partners Investment Advisory’s EVI Industries EVI Stock Holding History

Steward Partners Investment Advisory’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
2021
Q4 		– Sell
-30
Closed -$1K – 3214
2021
Q3 		$1K Hold
30
– – ﹤0.01% 3061
2021
Q2 		$1K Sell
30
-1,485
-98% -$43.4K ﹤0.01% 6954
2021
Q1 		$43.6K Sell
1,515
-33
-2% -$1.16K ﹤0.01% 2064
2020
Q4 		$46K Buy
1,548
+33
+2% +$1.01K ﹤0.01% 1707
2020
Q3 		$40K Sell
1,515
-2,643
-64% -$64.5K ﹤0.01% 1594
2020
Q2 		$90K Sell
4,158
-8,573
-67% -$169K ﹤0.01% 1196
2020
Q1 		$200K Buy
12,731
+4,927
+63% +$111K 0.01% 793
2019
Q4 		$211K Buy
7,804
+1,936
+33% +$60.7K 0.01% 866
2019
Q3 		$187K Sell
5,868
-3
-0.1% -$100 0.01% 871
2019
Q2 		$224K Buy
5,871
+397
+7% +$14.7K 0.01% 778
2019
Q1 		$208K Buy
+5,474
New +$200K 0.01% 733
2018
Q4 		– Sell
-4,491
Closed -$175K – 1180
2018
Q3 		$175K Buy
4,491
+152
+4% +$6.39K 0.01% 758
2018
Q2 		$175K Buy
4,339
+394
+10% +$15.2K 0.01% 687
2018
Q1 		$154K Buy
3,945
+203
+5% +$7.6K 0.01% 670
2017
Q4 		$149K Buy
3,742
+1,747
+88% +$49.9K 0.01% 571
2017
Q3 		$55K Buy
1,995
+918
+85% +$25.9K 0.01% 669
2017
Q2 		$29K Buy
+1,077
New +$24.9K ﹤0.01% 772

Other funds holding EVI

CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.79B AUM 38.49% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Steward Partners Investment Advisory's EVI Position: Q4 2021 in Review

Steward Partners Investment Advisory sold out of EVI Industries (EVI) in Q4 2021, closing a stake of 30 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in EVI in Q2 2017 and held it in 17 quarters. The position peaked at $224K in Q2 2019. 48 funds tracked by Wall St. Rank hold EVI as of Q4 2021.

  • Steward Partners Investment Advisory reported no remaining EVI Industries position as of Q4 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 30 EVI Industries shares in Q4 2021, an estimated $1K.
  • Steward Partners Investment Advisory first reported a position in EVI Industries in Q2 2017 and held it in 17 quarters.
  • Steward Partners Investment Advisory's EVI Industries position peaked at $224K in Q2 2019.
  • 48 funds tracked by Wall St. Rank held EVI Industries as of Q4 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2021, filed 8 Feb 2022.