Balasa Dinverno & Foltz’s Evercore EVR Stock Holding History

Balasa Dinverno & Foltz’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	-4,813	Closed	-$451K	–	345
2022 Q2	$451K	Buy	+4,813	New	+$513K	0.03%	210

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balasa Dinverno & Foltz's EVR Position: Q3 2022 in Review

Balasa Dinverno & Foltz sold out of Evercore (EVR) in Q3 2022, closing a stake of 4,813 shares — an estimated $451K sold.

Balasa Dinverno & Foltz first reported a position in EVR in Q2 2022 and held it in 1 quarter. The position peaked at $451K in Q2 2022. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

Balasa Dinverno & Foltz reported no remaining Evercore position as of Q3 2022 after selling out during the quarter.
Balasa Dinverno & Foltz sold 4,813 Evercore shares in Q3 2022, an estimated $451K.
Balasa Dinverno & Foltz first reported a position in Evercore in Q2 2022 and held it in 1 quarter.
Balasa Dinverno & Foltz's Evercore position peaked at $451K in Q2 2022.
369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.