VH
EVA

ValueAct Holdings’s Enviva Inc. EVA Stock Holding History

ValueAct Holdings’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
2020
Q3 		– Sell
-4,834,867
Closed -$174M – 22
2020
Q2 		$174M Buy
4,834,867
+2,307,692
+91% +$76.7M 1.99% 11
2020
Q1 		$67.5M Buy
2,527,175
+422,914
+20% +$14.7M 0.97% 15
2019
Q4 		$78.5M Hold
2,104,261
– – 0.79% 15
2019
Q3 		$67.2M Buy
2,104,261
+450,000
+27% +$13.9M 0.73% 15
2019
Q2 		$52M Hold
1,654,261
– – 0.54% 17
2019
Q1 		$53.4M Buy
1,654,261
+930,611
+129% +$27.8M 0.59% 14
2018
Q4 		$20.1M Buy
723,650
+31,621
+5% +$936K 0.25% 18
2018
Q3 		$22M Buy
692,029
+6,576
+1% +$201K 0.22% 17
2018
Q2 		$19.9M Buy
+685,453
New +$19.8M 0.18% 17

Other funds holding EVA

RH
Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAP
Ardsley Advisory Partners Stamford, Connecticut $960M AUM 207.76% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

ValueAct Holdings's EVA Position: Q3 2020 in Review

ValueAct Holdings sold out of Enviva Inc. (EVA) in Q3 2020, closing a stake of 4,834,867 shares — an estimated $174M sold.

ValueAct Holdings first reported a position in EVA in Q2 2018 and held it in 9 quarters. The position peaked at $174M in Q2 2020. 105 funds tracked by Wall St. Rank hold EVA as of Q3 2020.

  • ValueAct Holdings reported no remaining Enviva Inc. position as of Q3 2020 after selling out during the quarter.
  • ValueAct Holdings sold 4,834,867 Enviva Inc. shares in Q3 2020, an estimated $174M.
  • ValueAct Holdings first reported a position in Enviva Inc. in Q2 2018 and held it in 9 quarters.
  • ValueAct Holdings's Enviva Inc. position peaked at $174M in Q2 2020.
  • 105 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2020.

Based on ValueAct Holdings's 13F filing for Q3 2020, filed 16 Nov 2020.