Almanack Investment Partners’s Evercore EVR Stock Holding History

Almanack Investment Partners’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
2022 Q4	–	Sell	-21	Closed	-$2K	–	480
2022 Q3	$2K	Buy	+21	New	+$1.99K	﹤0.01%	719

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Almanack Investment Partners's EVR Position: Q4 2022 in Review

Almanack Investment Partners sold out of Evercore (EVR) in Q4 2022, closing a stake of 21 shares — an estimated $2K sold.

Almanack Investment Partners first reported a position in EVR in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 394 funds tracked by Wall St. Rank hold EVR as of Q4 2022.

Almanack Investment Partners reported no remaining Evercore position as of Q4 2022 after selling out during the quarter.
Almanack Investment Partners sold 21 Evercore shares in Q4 2022, an estimated $2K.
Almanack Investment Partners first reported a position in Evercore in Q3 2022 and held it in 1 quarter.
Almanack Investment Partners's Evercore position peaked at $2K in Q3 2022.
394 funds tracked by Wall St. Rank held Evercore as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.