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Brookfield Corp’s Evercore EVR Stock Holding History

Brookfield Corp’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
-23,484
Closed -$2.9M – 252
2023
Q2 		$2.9M Sell
23,484
-5,207
-18% -$599K 0.01% 371
2023
Q1 		$3.31M Sell
28,691
-20,966
-42% -$2.61M 0.01% 362
2022
Q4 		$5.42M Sell
49,657
-36,103
-42% -$3.77M 0.02% 256
2022
Q3 		$7.05M Buy
+85,760
New +$8.11M 0.03% 224
2022
Q2 		– Sell
-61,014
Closed -$6.79M – 643
2022
Q1 		$6.79M Buy
61,014
+42,956
+238% +$5.28M 0.03% 208
2021
Q4 		$2.45M Buy
+18,058
New +$2.63M 0.01% 302
2020
Q4 		– Sell
-56,307
Closed -$3.69M – 473
2020
Q3 		$3.69M Buy
56,307
+1,578
+3% +$95.8K 0.02% 177
2020
Q2 		$3.23M Buy
+54,729
New +$2.98M 0.02% 177

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Brookfield Corp's EVR Position: Q3 2023 in Review

Brookfield Corp sold out of Evercore (EVR) in Q3 2023, closing a stake of 23,484 shares — an estimated $2.9M sold.

Brookfield Corp first reported a position in EVR in Q2 2020 and held it in 8 quarters. The position peaked at $7.05M in Q3 2022. 397 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Brookfield Corp reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • Brookfield Corp sold 23,484 Evercore shares in Q3 2023, an estimated $2.9M.
  • Brookfield Corp first reported a position in Evercore in Q2 2020 and held it in 8 quarters.
  • Brookfield Corp's Evercore position peaked at $7.05M in Q3 2022.
  • 397 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Brookfield Corp's 13F filing for Q3 2023, filed 14 Nov 2023.