Axa
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Axa’s Evercore EVR Stock Holding History

Axa’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
-4,300
Closed -$469K – 1130
2022
Q4 		$469K Sell
4,300
-7,200
-63% -$752K ﹤0.01% 999
2022
Q3 		$946K Sell
11,500
-300
-3% -$28.4K ﹤0.01% 870
2022
Q2 		$1.1M Sell
11,800
-111,800
-90% -$11.9M ﹤0.01% 867
2022
Q1 		$13.8M Sell
123,600
-11,500
-9% -$1.41M 0.04% 420
2021
Q4 		$18.4M Buy
135,100
+54,200
+67% +$7.9M 0.05% 383
2021
Q3 		$10.8M Buy
80,900
+18,800
+30% +$2.55M 0.03% 477
2021
Q2 		$8.74M Sell
62,100
-44,200
-42% -$6.18M 0.02% 548
2021
Q1 		$14M Buy
+106,300
New +$13M 0.04% 432
2014
Q4 		– Sell
-6,505
Closed -$306K – 1426
2014
Q3 		$306K Hold
6,505
– – ﹤0.01% 1170
2014
Q2 		$375K Buy
6,505
+744
+13% +$40.8K ﹤0.01% 1139
2014
Q1 		$318K Buy
+5,761
New +$330K ﹤0.01% 1146

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

Axa's EVR Position: Q1 2023 in Review

Axa sold out of Evercore (EVR) in Q1 2023, closing a stake of 4,300 shares — an estimated $469K sold.

Axa first reported a position in EVR in Q1 2014 and held it in 11 quarters. The position peaked at $18.4M in Q4 2021. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

  • Axa reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
  • Axa sold 4,300 Evercore shares in Q1 2023, an estimated $469K.
  • Axa first reported a position in Evercore in Q1 2014 and held it in 11 quarters.
  • Axa's Evercore position peaked at $18.4M in Q4 2021.
  • 419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on Axa's 13F filing for Q1 2023, filed 15 May 2023.