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American Portfolios Advisors’s Evercore EVR Stock Holding History

American Portfolios Advisors’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
Q3 		$50.8K Buy
618
+203
+49% +$19.2K ﹤0.01% 1692
2022
Q2 		$38.8K Sell
415
-80
-16% -$8.52K ﹤0.01% 1899
2022
Q1 		$55.1K Buy
495
+181
+58% +$22.3K ﹤0.01% 1838
2021
Q4 		$42.7K Sell
314
-27
-8% -$3.94K ﹤0.01% 1939
2021
Q3 		$45.6K Buy
341
+158
+86% +$21.5K ﹤0.01% 1811
2021
Q2 		$25.8K Sell
183
-130
-42% -$18.2K ﹤0.01% 2093
2021
Q1 		$41.2K Buy
313
+266
+566% +$32.5K ﹤0.01% 1690
2020
Q4 		$5.15K Buy
47
+20
+74% +$1.78K ﹤0.01% 2403
2020
Q3 		$1.77K Buy
+27
New +$1.64K ﹤0.01% 2653
2018
Q4 		– Sell
-2,389
Closed -$240K – 2461
2018
Q3 		$240K Buy
2,389
+1,142
+92% +$123K 0.03% 521
2018
Q2 		$131K Buy
1,247
+1,226
+5,838% +$126K 0.02% 709
2018
Q1 		$1.83K Hold
21
– – ﹤0.01% 2117
2017
Q4 		$1.89K Buy
+21
New +$1.75K ﹤0.01% 2065

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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

American Portfolios Advisors's EVR Position: Q3 2022 in Review

American Portfolios Advisors increased its Evercore (EVR) stake by 49% in Q3 2022, buying an estimated $19.2K and bringing the position to 618 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1692.

American Portfolios Advisors first reported a position in EVR in Q4 2017 and has held it in 13 quarters since. The position peaked at $240K in Q3 2018. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

  • American Portfolios Advisors held 618 shares of Evercore worth $50.8K as of Q3 2022.
  • American Portfolios Advisors bought 203 Evercore shares in Q3 2022, an estimated $19.2K.
  • Evercore made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1692 holding.
  • American Portfolios Advisors first reported a position in Evercore in Q4 2017 and has held it in 13 quarters since.
  • American Portfolios Advisors's Evercore position peaked at $240K in Q3 2018.
  • 369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.