Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
EVRI
Wellington Management Group’s
Everi Holdings
EVRI
Stock Holding History
Wellington Management Group’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
2021
Q3
–
Sell
-22,967
Closed
-$573K
–
2181
2021
Q2
$573K
Buy
+22,967
New
+$434K
﹤0.01%
1864
2020
Q1
–
Sell
-198,655
Closed
-$2.67M
–
1955
2019
Q4
$2.67M
Buy
+198,655
New
+$2.27M
﹤0.01%
1482
2018
Q2
–
Sell
-324,313
Closed
-$2.13M
–
2259
2018
Q1
$2.13M
Hold
324,313
–
–
﹤0.01%
1713
2017
Q4
$2.44M
Buy
324,313
+87,500
+37%
+$705K
﹤0.01%
1672
2017
Q3
$1.8M
Buy
236,813
+139,797
+144%
+$1.05M
﹤0.01%
1740
2017
Q2
$707K
Buy
+97,016
New
+$628K
﹤0.01%
1967
2016
Q2
–
Sell
-275,401
Closed
-$631K
–
2111
2016
Q1
$631K
Sell
275,401
-391,791
-59%
-$1.17M
﹤0.01%
1911
2015
Q4
$2.93M
Sell
667,192
-37,835
-5%
-$161K
﹤0.01%
1520
2015
Q3
$3.62M
Buy
705,027
+31,161
+5%
+$179K
﹤0.01%
1446
2015
Q2
$5.21M
Sell
673,866
-132,680
-16%
-$1.04M
﹤0.01%
1389
2015
Q1
$6.14M
Buy
806,546
+73,643
+10%
+$525K
﹤0.01%
1389
2014
Q4
$5.24M
Sell
732,903
-1,219,443
-62%
-$8.58M
﹤0.01%
1427
2014
Q3
$13.2M
Sell
1,952,346
-1,553,005
-44%
-$12.5M
﹤0.01%
1154
2014
Q2
$31.2M
Sell
3,505,351
-291,562
-8%
-$2.32M
0.01%
889
2014
Q1
$26M
Buy
3,796,913
+776,077
+26%
+$6.61M
0.01%
948
2013
Q4
$30.2M
Sell
3,020,836
-407,511
-12%
-$3.58M
0.01%
883
2013
Q3
$26.8M
Buy
3,428,347
+176,896
+5%
+$1.31M
0.01%
897
2013
Q2
$20.4M
Buy
+3,251,451
New
+$22.1M
0.01%
964
Other funds holding EVRI
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
EAM
Eagle Asset Management
St Petersburg, Florida
$19.6B AUM
41.58%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co
New York
$8.34B AUM
46.58%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
DCM
Driehaus Capital Management
Chicago, Illinois
$13.6B AUM
173.98%
1-Year Est. Return
EA
Emerald Advisers
Leola, Pennsylvania
$3.16B AUM
109.58%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close