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Acrisure Capital Management’s Evercore EVR Stock Holding History

Acrisure 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
2023
Q2 		– Sell
-5,580
Closed -$644K – 76
2023
Q1 		$644K Buy
5,580
+2,421
+77% +$301K 0.65% 34
2022
Q4 		$345K Buy
+3,159
New +$330K 0.38% 95

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Acrisure Capital Management's EVR Position: Q2 2023 in Review

Acrisure Capital Management sold out of Evercore (EVR) in Q2 2023, closing a stake of 5,580 shares — an estimated $644K sold.

Acrisure Capital Management first reported a position in EVR in Q4 2022 and held it in 2 quarters. The position peaked at $644K in Q1 2023. 399 funds tracked by Wall St. Rank hold EVR as of Q2 2023.

  • Acrisure Capital Management reported no remaining Evercore position as of Q2 2023 after selling out during the quarter.
  • Acrisure Capital Management sold 5,580 Evercore shares in Q2 2023, an estimated $644K.
  • Acrisure Capital Management first reported a position in Evercore in Q4 2022 and held it in 2 quarters.
  • Acrisure Capital Management's Evercore position peaked at $644K in Q1 2023.
  • 399 funds tracked by Wall St. Rank held Evercore as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.