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Brown Brothers Harriman & Co’s Evercore EVR Stock Holding History

Brown Brothers Harriman & Co’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
Q4 		– Sell
-112
Closed -$15.4K – 1188
2023
Q3 		$15.4K Hold
112
– – ﹤0.01% 886
2023
Q2 		$13.8K Hold
112
– – ﹤0.01% 918
2023
Q1 		$12.9K Hold
112
– – ﹤0.01% 952
2022
Q4 		$12.2K Hold
112
– – ﹤0.01% 980
2022
Q3 		$9K Hold
112
– – ﹤0.01% 1164
2022
Q2 		$10K Buy
112
+7
+7% +$746 ﹤0.01% 1012
2022
Q1 		$12K Buy
+105
New +$12.9K ﹤0.01% 1000
2019
Q4 		– Sell
-4
Closed – – 1157
2019
Q3 		$0 Sell
4
-20
-83% -$1.66K ﹤0.01% 1223
2019
Q2 		$2K Buy
+24
New +$2.14K ﹤0.01% 959

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brown Brothers Harriman & Co's EVR Position: Q4 2023 in Review

Brown Brothers Harriman & Co sold out of Evercore (EVR) in Q4 2023, closing a stake of 112 shares — an estimated $15.4K sold.

Brown Brothers Harriman & Co first reported a position in EVR in Q2 2019 and held it in 9 quarters. The position peaked at $15.4K in Q3 2023. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

  • Brown Brothers Harriman & Co reported no remaining Evercore position as of Q4 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 112 Evercore shares in Q4 2023, an estimated $15.4K.
  • Brown Brothers Harriman & Co first reported a position in Evercore in Q2 2019 and held it in 9 quarters.
  • Brown Brothers Harriman & Co's Evercore position peaked at $15.4K in Q3 2023.
  • 436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q4 2023, filed 12 Feb 2024.