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Ariel Investments’s Evercore EVR Stock Holding History

Ariel Investments’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
2024
Q3 		– Sell
-121,221
Closed -$25.3M – 111
2024
Q2 		$25.3M Sell
121,221
-5,022
-4% -$977K 0.27% 81
2024
Q1 		$24.3M Sell
126,243
-36,507
-22% -$6.61M 0.24% 79
2023
Q4 		$27.8M Sell
162,750
-2,085
-1% -$302K 0.28% 75
2023
Q3 		$22.7M Buy
164,835
+3,479
+2% +$472K 0.24% 76
2023
Q2 		$19.9M Buy
161,356
+4,934
+3% +$568K 0.19% 80
2023
Q1 		$18M Buy
156,422
+2,311
+1% +$287K 0.17% 80
2022
Q4 		$16.8M Sell
154,111
-29,955
-16% -$3.13M 0.17% 76
2022
Q3 		$15.1M Sell
184,066
-4,911
-3% -$464K 0.17% 77
2022
Q2 		$17.7M Sell
188,977
-24,030
-11% -$2.56M 0.18% 78
2022
Q1 		$23.7M Sell
213,007
-4,045
-2% -$498K 0.21% 77
2021
Q4 		$29.5M Sell
217,052
-22,346
-9% -$3.26M 0.25% 77
2021
Q3 		$32M Sell
239,398
-18,848
-7% -$2.56M 0.29% 74
2021
Q2 		$36.4M Sell
258,246
-1,437
-0.6% -$201K 0.34% 67
2021
Q1 		$34.2M Sell
259,683
-500
-0.2% -$61.1K 0.34% 67
2020
Q4 		$28.5M Buy
260,183
+68,365
+36% +$6.08M 0.32% 71
2020
Q3 		$12.6M Hold
191,818
– – 0.18% 83
2020
Q2 		$11.3M Buy
191,818
+136,918
+249% +$7.45M 0.17% 84
2020
Q1 		$2.53M Buy
54,900
+6,200
+13% +$415K 0.04% 126
2019
Q4 		$3.64M Buy
+48,700
New +$3.71M 0.05% 119

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ariel Investments's EVR Position: Q3 2024 in Review

Ariel Investments sold out of Evercore (EVR) in Q3 2024, closing a stake of 121,221 shares — an estimated $25.3M sold.

Ariel Investments first reported a position in EVR in Q4 2019 and held it in 19 quarters. The position peaked at $36.4M in Q2 2021. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Ariel Investments reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • Ariel Investments sold 121,221 Evercore shares in Q3 2024, an estimated $25.3M.
  • Ariel Investments first reported a position in Evercore in Q4 2019 and held it in 19 quarters.
  • Ariel Investments's Evercore position peaked at $36.4M in Q2 2021.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Ariel Investments's 13F filing for Q3 2024, filed 13 Nov 2024.