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Amalgamated Financial’s Evercore EVR Stock Holding History

Amalgamated Financial’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
Q1 		$2.99M Buy
+26,826
New +$3.3M 0.02% 735

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amalgamated Financial's EVR Position: Q1 2022 in Review

Amalgamated Financial opened a new position in Evercore (EVR) in Q1 2022: 26,826 shares worth $2.99M. The stake represents 0.02% of the portfolio and ranks #735 among its holdings.

407 funds tracked by Wall St. Rank hold EVR as of Q1 2022.

  • Amalgamated Financial held 26,826 shares of Evercore worth $2.99M as of Q1 2022.
  • Evercore was a new Amalgamated Financial position in Q1 2022.
  • Evercore made up 0.02% of Amalgamated Financial's portfolio in Q1 2022, its #735 holding.
  • 407 funds tracked by Wall St. Rank held Evercore as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.