SSG
EVRI

Summit Securities Group’s Everi Holdings EVRI Stock Holding History

Summit Securities 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
Q2 		– Sell
-536
Closed -$9K – 950
2023
Q1 		$9K Buy
+536
New +$9.27K ﹤0.01% 693

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Securities Group's EVRI Position: Q2 2023 in Review

Summit Securities Group sold out of Everi Holdings (EVRI) in Q2 2023, closing a stake of 536 shares — an estimated $9K sold.

Summit Securities Group first reported a position in EVRI in Q1 2023 and held it in 1 quarter. The position peaked at $9K in Q1 2023. 230 funds tracked by Wall St. Rank hold EVRI as of Q2 2023.

  • Summit Securities Group reported no remaining Everi Holdings position as of Q2 2023 after selling out during the quarter.
  • Summit Securities Group sold 536 Everi Holdings shares in Q2 2023, an estimated $9K.
  • Summit Securities Group first reported a position in Everi Holdings in Q1 2023 and held it in 1 quarter.
  • Summit Securities Group's Everi Holdings position peaked at $9K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Everi Holdings as of Q2 2023.

Based on Summit Securities Group's 13F filing for Q2 2023, filed 14 Aug 2023.