BC
EVR icon

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 – 645
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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $134B 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