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Benjamin F. Edwards & Company’s Evercore EVR Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$156K Buy
747
+72
+11% +$14K ﹤0.01% 978
2024
Q1 		$130K Buy
675
+153
+29% +$27.7K ﹤0.01% 1023
2023
Q4 		$89K Buy
522
+96
+23% +$13.9K ﹤0.01% 1102
2023
Q3 		$59K Hold
426
– – ﹤0.01% 1036
2023
Q2 		$53K Buy
426
+17
+4% +$1.96K ﹤0.01% 1065
2023
Q1 		$47K Hold
409
– – ﹤0.01% 1111
2022
Q4 		$45K Buy
409
+168
+70% +$17.5K ﹤0.01% 1103
2022
Q3 		$20K Sell
241
-137
-36% -$13K ﹤0.01% 1256
2022
Q2 		$35K Buy
378
+78
+26% +$8.31K ﹤0.01% 1124
2022
Q1 		$33K Buy
300
+200
+200% +$24.6K ﹤0.01% 1129
2021
Q4 		$14K Hold
100
– – ﹤0.01% 1309
2021
Q3 		$13K Hold
100
– – ﹤0.01% 1327
2021
Q2 		$14K Hold
100
– – ﹤0.01% 1303
2021
Q1 		$13K Buy
+100
New +$12.2K ﹤0.01% 1295

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Benjamin F. Edwards & Company's EVR Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Evercore (EVR) stake by 11% in Q2 2024, buying an estimated $14K and bringing the position to 747 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Benjamin F. Edwards & Company first reported a position in EVR in Q1 2021 and has held it in 14 quarters since. 471 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Benjamin F. Edwards & Company held 747 shares of Evercore worth $156K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 72 Evercore shares in Q2 2024, an estimated $14K.
  • Evercore made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #978 holding.
  • Benjamin F. Edwards & Company first reported a position in Evercore in Q1 2021 and has held it in 14 quarters since.
  • 471 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.