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Atwood & Palmer’s Evercore EVR Stock Holding History

Atwood & Palmer’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 		– Sell
-364
Closed -$34K – 379
2022
Q2 		$34K Hold
364
– – ﹤0.01% 242
2022
Q1 		$41K Hold
364
– – ﹤0.01% 243
2021
Q4 		$49K Hold
364
– – ﹤0.01% 233
2021
Q3 		$49K Hold
364
– – ﹤0.01% 224
2021
Q2 		$51K Buy
+364
New +$50.9K ﹤0.01% 223

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

Atwood & Palmer's EVR Position: Q3 2022 in Review

Atwood & Palmer sold out of Evercore (EVR) in Q3 2022, closing a stake of 364 shares — an estimated $34K sold.

Atwood & Palmer first reported a position in EVR in Q2 2021 and held it in 5 quarters. The position peaked at $51K in Q2 2021. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

  • Atwood & Palmer reported no remaining Evercore position as of Q3 2022 after selling out during the quarter.
  • Atwood & Palmer sold 364 Evercore shares in Q3 2022, an estimated $34K.
  • Atwood & Palmer first reported a position in Evercore in Q2 2021 and held it in 5 quarters.
  • Atwood & Palmer's Evercore position peaked at $51K in Q2 2021.
  • 369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Atwood & Palmer's 13F filing for Q3 2022, filed 12 Oct 2022.