ACM
EVR icon

AUA Capital Management’s Evercore EVR Stock Holding History

AUA Capital Management’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
Q1 		– Sell
-32
Closed -$3.49K – 162
2022
Q4 		$3.49K Buy
32
+13
+68% +$1.36K ﹤0.01% 214
2022
Q3 		$2K Hold
19
– – ﹤0.01% 254
2022
Q2 		$2K Buy
19
+3
+19% +$320 ﹤0.01% 265
2022
Q1 		$2K Hold
16
– – ﹤0.01% 279
2021
Q4 		$2K Buy
16
+1
+7% +$146 ﹤0.01% 276
2021
Q3 		$2K Buy
15
+4
+36% +$544 ﹤0.01% 266
2021
Q2 		$2K Buy
11
+2
+22% +$280 ﹤0.01% 265
2021
Q1 		$1K Sell
9
-8
-47% -$977 ﹤0.01% 312
2020
Q4 		$2K Buy
+17
New +$1.51K ﹤0.01% 258

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AUA Capital Management's EVR Position: Q1 2023 in Review

AUA Capital Management sold out of Evercore (EVR) in Q1 2023, closing a stake of 32 shares — an estimated $3.49K sold.

AUA Capital Management first reported a position in EVR in Q4 2020 and held it in 9 quarters. The position peaked at $3.49K in Q4 2022. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

  • AUA Capital Management reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 32 Evercore shares in Q1 2023, an estimated $3.49K.
  • AUA Capital Management first reported a position in Evercore in Q4 2020 and held it in 9 quarters.
  • AUA Capital Management's Evercore position peaked at $3.49K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.