AIA Group’s Evercore EVR Stock Holding History

AIA Group’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	-3,835	Closed	-$474K	–	293
2023 Q2	$474K	Buy	+3,835	New	+$441K	0.02%	249

Other funds holding EVR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AIA Group's EVR Position: Q3 2023 in Review

AIA Group sold out of Evercore (EVR) in Q3 2023, closing a stake of 3,835 shares — an estimated $474K sold.

AIA Group first reported a position in EVR in Q2 2023 and held it in 1 quarter. The position peaked at $474K in Q2 2023. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

AIA Group reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
AIA Group sold 3,835 Evercore shares in Q3 2023, an estimated $474K.
AIA Group first reported a position in Evercore in Q2 2023 and held it in 1 quarter.
AIA Group's Evercore position peaked at $474K in Q2 2023.
396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on AIA Group's 13F filing for Q3 2023, filed 1 Nov 2023.