ACM
EVR icon

Absolute Capital Management’s Evercore EVR Stock Holding History

Absolute Capital Management’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
2024
Q4 		– Sell
-2,420
Closed -$613K – 126
2024
Q3 		$613K Buy
+2,420
New +$576K 0.36% 66
2022
Q1 		– Sell
-3
Closed -$408 – 188
2021
Q4 		$408 Buy
+3
New +$437 ﹤0.01% 512

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Absolute Capital Management's EVR Position: Q4 2024 in Review

Absolute Capital Management sold out of Evercore (EVR) in Q4 2024, closing a stake of 2,420 shares — an estimated $613K sold.

Absolute Capital Management first reported a position in EVR in Q4 2021 and held it in 2 quarters. The position peaked at $613K in Q3 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • Absolute Capital Management reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • Absolute Capital Management sold 2,420 Evercore shares in Q4 2024, an estimated $613K.
  • Absolute Capital Management first reported a position in Evercore in Q4 2021 and held it in 2 quarters.
  • Absolute Capital Management's Evercore position peaked at $613K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on Absolute Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.