SEC 13F Intelligence

Adirondack Retirement Specialists, Inc. / EVVTY

Adirondack Retirement Specialists, Inc.’s Evolution AB Adr Position

Does Adirondack Retirement Specialists, Inc. own Evolution AB Adr (EVVTY)? Not currently — the last reported position was 59.8K shares worth $8M in Q1 2023; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$8M
Q1 2023
Shares
59.8K
% of Portfolio
+6.71%
Quarters Held
3
position exited

Position History EVVTY

Reported value by quarter
Q4 ’20: $8MQ4 ’20Q3 ’22: $6MQ3 ’22Q1 ’23: $8MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202359.8K$8M+6.71%
Q3 202274.8K$6M+5.68%
Q4 202080.4K$8M+7.13%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Adirondack Retirement Specialists, Inc.’s full portfolio or all institutional holders of EVVTY.