UB
EVRI

UMB Bank’s Everi Holdings EVRI Stock Holding History

UMB Bank’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
2024
Q1 		– Sell
-610
Closed -$6.88K – 2159
2023
Q4 		$6.88K Hold
610
– – ﹤0.01% 1372
2023
Q3 		$8.06K Hold
610
– – ﹤0.01% 1335
2023
Q2 		$8.82K Hold
610
– – ﹤0.01% 1325
2023
Q1 		$10.5K Hold
610
– – ﹤0.01% 1274
2022
Q4 		$9K Hold
610
– – ﹤0.01% 1332
2022
Q3 		$10K Hold
610
– – ﹤0.01% 1303
2022
Q2 		$10K Sell
610
-44
-7% -$774 ﹤0.01% 1392
2022
Q1 		$14K Buy
+654
New +$13.9K ﹤0.01% 1371

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
SCM
Simcoe Capital Management New York $576M AUM 36.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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

UMB Bank's EVRI Position: Q1 2024 in Review

UMB Bank sold out of Everi Holdings (EVRI) in Q1 2024, closing a stake of 610 shares — an estimated $6.88K sold.

UMB Bank first reported a position in EVRI in Q1 2022 and held it in 8 quarters. The position peaked at $14K in Q1 2022. 208 funds tracked by Wall St. Rank hold EVRI as of Q1 2024.

  • UMB Bank reported no remaining Everi Holdings position as of Q1 2024 after selling out during the quarter.
  • UMB Bank sold 610 Everi Holdings shares in Q1 2024, an estimated $6.88K.
  • UMB Bank first reported a position in Everi Holdings in Q1 2022 and held it in 8 quarters.
  • UMB Bank's Everi Holdings position peaked at $14K in Q1 2022.
  • 208 funds tracked by Wall St. Rank held Everi Holdings as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.