Valley National Advisers’s Enviva Inc. EVA Stock Holding History

Valley National Advisers’s Portfolio EVA Stock Details EVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-500	Closed	-$4K	–	1290
2023 Q3	$4K	Hold	500	–	–	﹤0.01%	749
2023 Q2	$6K	Hold	500	–	–	﹤0.01%	669
2023 Q1	$11K	Hold	500	–	–	﹤0.01%	579
2022 Q4	$23K	Hold	500	–	–	﹤0.01%	482
2022 Q3	$28K	Hold	500	–	–	0.01%	458
2022 Q2	$29K	Hold	500	–	–	0.01%	425
2022 Q1	$40K	Buy	+500	New	+$36.5K	0.01%	413
2021 Q4	–	Sell	-500	Closed	-$27K	–	978
2021 Q3	$27K	Hold	500	–	–	﹤0.01%	437
2021 Q2	$26K	Hold	500	–	–	﹤0.01%	447
2021 Q1	$24K	Hold	500	–	–	﹤0.01%	427
2020 Q4	$23K	Hold	500	–	–	﹤0.01%	414
2020 Q3	$20K	Hold	500	–	–	﹤0.01%	401
2020 Q2	$18K	Hold	500	–	–	﹤0.01%	417
2020 Q1	$13K	Hold	500	–	–	﹤0.01%	443
2019 Q4	$19K	Hold	500	–	–	﹤0.01%	448
2019 Q3	$16K	Buy	+500	New	+$15.4K	﹤0.01%	458
2019 Q2	–	Hold	0	–	–	–	429
2019 Q1	–	Hold	0	–	–	–	425
2018 Q4	–	Hold	0	–	–	–	413
2018 Q3	–	Hold	0	–	–	–	389

Other funds holding EVA

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

ICP

Inclusive Capital Partners San Francisco, California $26M AUM 22.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AFA

Alta Fundamental Advisers New York $265M AUM 98.61% 1-Year Est. Return

KCP

Keyframe Capital Partners New York $229K AUM 22.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Covalis Capital London, United Kingdom $1.63B AUM 27.84% 1-Year Est. Return

Valley National Advisers's EVA Position: Q4 2023 in Review

Valley National Advisers sold out of Enviva Inc. (EVA) in Q4 2023, closing a stake of 500 shares — an estimated $4K sold.

Valley National Advisers first reported a position in EVA in Q3 2019 and held it in 16 quarters. The position peaked at $40K in Q1 2022. 117 funds tracked by Wall St. Rank hold EVA as of Q4 2023.

Valley National Advisers reported no remaining Enviva Inc. position as of Q4 2023 after selling out during the quarter.
Valley National Advisers sold 500 Enviva Inc. shares in Q4 2023, an estimated $4K.
Valley National Advisers first reported a position in Enviva Inc. in Q3 2019 and held it in 16 quarters.
Valley National Advisers's Enviva Inc. position peaked at $40K in Q1 2022.
117 funds tracked by Wall St. Rank held Enviva Inc. as of Q4 2023.

Based on Valley National Advisers's 13F filing for Q4 2023, filed 25 Jan 2024.