SLF
EVRI

Sun Life Financial’s Everi Holdings EVRI Stock Holding History

Sun Life Financial’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
2019
Q4 		– Sell
-5,373
Closed -$45K – 496
2019
Q3 		$45K Buy
5,373
+30
+0.6% +$307 0.01% 301
2019
Q2 		$64K Buy
+5,343
New +$58K 0.02% 272

Other funds holding EVRI

EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 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
CTA
Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

Sun Life Financial's EVRI Position: Q4 2019 in Review

Sun Life Financial sold out of Everi Holdings (EVRI) in Q4 2019, closing a stake of 5,373 shares — an estimated $45K sold.

Sun Life Financial first reported a position in EVRI in Q2 2019 and held it in 2 quarters. The position peaked at $64K in Q2 2019. 187 funds tracked by Wall St. Rank hold EVRI as of Q4 2019.

  • Sun Life Financial reported no remaining Everi Holdings position as of Q4 2019 after selling out during the quarter.
  • Sun Life Financial sold 5,373 Everi Holdings shares in Q4 2019, an estimated $45K.
  • Sun Life Financial first reported a position in Everi Holdings in Q2 2019 and held it in 2 quarters.
  • Sun Life Financial's Everi Holdings position peaked at $64K in Q2 2019.
  • 187 funds tracked by Wall St. Rank held Everi Holdings as of Q4 2019.

Based on Sun Life Financial's 13F filing for Q4 2019, filed 10 Feb 2020.