Sumitomo Mitsui Trust Group
EVRI

Sumitomo Mitsui Trust Group’s Everi Holdings EVRI Stock Holding History

Sumitomo Mitsui Trust Group’s Portfolio EVRI Stock Details EVRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-16,978
Closed -$224K – 1128
2023
Q3 		$224K Sell
16,978
-4,411
-21% -$62.7K ﹤0.01% 1110
2023
Q2 		$309K Buy
+21,389
New +$325K ﹤0.01% 1092

Other funds holding EVRI

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group's EVRI Position: Q4 2023 in Review

Sumitomo Mitsui Trust Group sold out of Everi Holdings (EVRI) in Q4 2023, closing a stake of 16,978 shares — an estimated $224K sold.

Sumitomo Mitsui Trust Group first reported a position in EVRI in Q2 2023 and held it in 2 quarters. The position peaked at $309K in Q2 2023. 223 funds tracked by Wall St. Rank hold EVRI as of Q4 2023.

  • Sumitomo Mitsui Trust Group reported no remaining Everi Holdings position as of Q4 2023 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 16,978 Everi Holdings shares in Q4 2023, an estimated $224K.
  • Sumitomo Mitsui Trust Group first reported a position in Everi Holdings in Q2 2023 and held it in 2 quarters.
  • Sumitomo Mitsui Trust Group's Everi Holdings position peaked at $309K in Q2 2023.
  • 223 funds tracked by Wall St. Rank held Everi Holdings as of Q4 2023.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2023, filed 30 Jan 2024.