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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 		$36 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 $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return