Veritable’s Enviva Inc. EVA Stock Holding History

Veritable’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
2022 Q3	–	Sell	-5,579	Closed	-$319K	–	918
2022 Q2	$319K	Hold	5,579	–	–	0.01%	659
2022 Q1	$442K	Buy	5,579 +264	+5%	+$19.3K	0.01%	597
2021 Q4	$374K	Buy	5,315 +650	+14%	+$43.5K	0.01%	641
2021 Q3	$252K	Sell	4,665 -419	-8%	-$22.5K	﹤0.01%	760
2021 Q2	$266K	Buy	5,084 +312	+7%	+$15.4K	﹤0.01%	729
2021 Q1	$231K	Buy	+4,772	New	+$236K	﹤0.01%	742

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Veritable's EVA Position: Q3 2022 in Review

Veritable sold out of Enviva Inc. (EVA) in Q3 2022, closing a stake of 5,579 shares — an estimated $319K sold.

Veritable first reported a position in EVA in Q1 2021 and held it in 6 quarters. The position peaked at $442K in Q1 2022. 178 funds tracked by Wall St. Rank hold EVA as of Q3 2022.

Veritable reported no remaining Enviva Inc. position as of Q3 2022 after selling out during the quarter.
Veritable sold 5,579 Enviva Inc. shares in Q3 2022, an estimated $319K.
Veritable first reported a position in Enviva Inc. in Q1 2021 and held it in 6 quarters.
Veritable's Enviva Inc. position peaked at $442K in Q1 2022.
178 funds tracked by Wall St. Rank held Enviva Inc. as of Q3 2022.

Based on Veritable's 13F filing for Q3 2022, filed 14 Nov 2022.