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B.O.S.S. Retirement Advisors’s Evercore EVR Stock Holding History

B.O.S.S. Retirement Advisors’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
Q4 		– Sell
-1,144
Closed -$290K – 221
2024
Q3 		$290K Buy
+1,144
New +$272K 0.06% 178

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

B.O.S.S. Retirement Advisors's EVR Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Evercore (EVR) in Q4 2024, closing a stake of 1,144 shares — an estimated $290K sold.

B.O.S.S. Retirement Advisors first reported a position in EVR in Q3 2024 and held it in 1 quarter. The position peaked at $290K in Q3 2024. 583 funds tracked by Wall St. Rank hold EVR as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Evercore position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 1,144 Evercore shares in Q4 2024, an estimated $290K.
  • B.O.S.S. Retirement Advisors first reported a position in Evercore in Q3 2024 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's Evercore position peaked at $290K in Q3 2024.
  • 583 funds tracked by Wall St. Rank held Evercore as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.