Aaron Cowen’s Evercore EVR Stock Holding History

Aaron Cowen’s Portfolio EVR Stock Details EVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-71,051	Closed	-$8.78M	–	94
2023 Q2	$8.78M	Buy	+71,051	New	+$8.17M	0.47%	52

Other funds holding EVR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Cowen's EVR Position: Q3 2023 in Review

Aaron Cowen sold out of Evercore (EVR) in Q3 2023, closing a stake of 71,051 shares — an estimated $8.78M sold.

Aaron Cowen first reported a position in EVR in Q2 2023 and held it in 1 quarter. The position peaked at $8.78M in Q2 2023. 397 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

Aaron Cowen reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
Aaron Cowen sold 71,051 Evercore shares in Q3 2023, an estimated $8.78M.
Aaron Cowen first reported a position in Evercore in Q2 2023 and held it in 1 quarter.
Aaron Cowen's Evercore position peaked at $8.78M in Q2 2023.
397 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Suvretta Capital Management's 13F filing for Q3 2023, filed 14 Nov 2023.