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Baystate Wealth Management’s Evercore EVR Stock Holding History

Baystate Wealth 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
Q3 		– Sell
-27
Closed -$3.36K – 1048
2023
Q2 		$3.36K Hold
27
– – ﹤0.01% 770
2023
Q1 		$3.12K Buy
+27
New +$3.36K ﹤0.01% 769

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Boston Partners
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Baystate Wealth Management's EVR Position: Q3 2023 in Review

Baystate Wealth Management sold out of Evercore (EVR) in Q3 2023, closing a stake of 27 shares — an estimated $3.36K sold.

Baystate Wealth Management first reported a position in EVR in Q1 2023 and held it in 2 quarters. The position peaked at $3.36K in Q2 2023. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Baystate Wealth Management reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • Baystate Wealth Management sold 27 Evercore shares in Q3 2023, an estimated $3.36K.
  • Baystate Wealth Management first reported a position in Evercore in Q1 2023 and held it in 2 quarters.
  • Baystate Wealth Management's Evercore position peaked at $3.36K in Q2 2023.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Baystate Wealth Management's 13F filing for Q3 2023, filed 26 Oct 2023.