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AGF Investments LLC’s Evercore EVR Stock Holding History

AGF Investments LLC’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
2021
Q4 		– Sell
-1,433
Closed -$192K – 451
2021
Q3 		$192K Sell
1,433
-89
-6% -$12.1K 0.02% 293
2021
Q2 		$214K Buy
+1,522
New +$213K 0.02% 292
2021
Q1 		– Sell
-132
Closed -$14K – 454
2020
Q4 		$14K Buy
+132
New +$11.7K ﹤0.01% 440
2018
Q4 		– Sell
-250
Closed -$25K – 729
2018
Q3 		$25K Sell
250
-86
-26% -$9.27K ﹤0.01% 531
2018
Q2 		$36K Sell
336
-149
-31% -$15.4K ﹤0.01% 484
2018
Q1 		$50K Buy
485
+157
+48% +$14.8K 0.01% 295
2017
Q4 		$29K Buy
328
+204
+165% +$17K 0.01% 351
2017
Q3 		$10K Buy
+124
New +$9.32K ﹤0.01% 519

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AGF Investments LLC's EVR Position: Q4 2021 in Review

AGF Investments LLC sold out of Evercore (EVR) in Q4 2021, closing a stake of 1,433 shares — an estimated $192K sold.

AGF Investments LLC first reported a position in EVR in Q3 2017 and held it in 8 quarters. The position peaked at $214K in Q2 2021. 437 funds tracked by Wall St. Rank hold EVR as of Q4 2021.

  • AGF Investments LLC reported no remaining Evercore position as of Q4 2021 after selling out during the quarter.
  • AGF Investments LLC sold 1,433 Evercore shares in Q4 2021, an estimated $192K.
  • AGF Investments LLC first reported a position in Evercore in Q3 2017 and held it in 8 quarters.
  • AGF Investments LLC's Evercore position peaked at $214K in Q2 2021.
  • 437 funds tracked by Wall St. Rank held Evercore as of Q4 2021.

Based on AGF Investments LLC's 13F filing for Q4 2021, filed 1 Feb 2022.