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Arlington Partners’s Evercore EVR Stock Holding History

Arlington 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
2023
Q3 		– Sell
-699
Closed -$86.4K – 483
2023
Q2 		$86.4K Hold
699
– – 0.01% 260
2023
Q1 		$80.7K Hold
699
– – 0.01% 236
2022
Q4 		$76.2K Hold
699
– – 0.01% 185
2022
Q3 		$57K Sell
699
-367
-34% -$34.7K 0.02% 182
2022
Q2 		$100K Hold
1,066
– – 0.03% 160
2022
Q1 		$119K Hold
1,066
– – 0.03% 155
2021
Q4 		$145K Hold
1,066
– – 0.04% 156
2021
Q3 		$142K Hold
1,066
– – 0.04% 140
2021
Q2 		$150K Sell
1,066
-20
-2% -$2.8K 0.05% 105
2021
Q1 		$143K Buy
+1,086
New +$133K 0.05% 116

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JP Morgan Chase
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arlington Partners's EVR Position: Q3 2023 in Review

Arlington Partners sold out of Evercore (EVR) in Q3 2023, closing a stake of 699 shares — an estimated $86.4K sold.

Arlington Partners first reported a position in EVR in Q1 2021 and held it in 10 quarters. The position peaked at $150K in Q2 2021. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Arlington Partners reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 699 Evercore shares in Q3 2023, an estimated $86.4K.
  • Arlington Partners first reported a position in Evercore in Q1 2021 and held it in 10 quarters.
  • Arlington Partners's Evercore position peaked at $150K in Q2 2021.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.