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EVR icon

C.M. Bidwell & Associates’s Evercore EVR Stock Holding History

C.M. Bidwell & Associates’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
-18
Closed -$2.23K – 538
2023
Q2 		$2.23K Hold
18
– – ﹤0.01% 463
2023
Q1 		$2.08K Buy
+18
New +$2.24K ﹤0.01% 461
2022
Q1 		– Sell
-276
Closed -$37K – 560
2021
Q4 		$37K Buy
+276
New +$40.2K 0.02% 326
2018
Q4 		– Sell
-1,050
Closed -$106K – 413
2018
Q3 		$106K Sell
1,050
-115
-10% -$12.4K 0.1% 183
2018
Q2 		$123K Sell
1,165
-95
-8% -$9.8K 0.11% 167
2018
Q1 		$110K Buy
1,260
+370
+42% +$34.8K 0.1% 186
2017
Q4 		$80K Sell
890
-3,045
-77% -$254K 0.07% 230
2017
Q3 		$316K Sell
3,935
-900
-19% -$67.7K 0.49% 78
2017
Q2 		$341K Buy
4,835
+1,670
+53% +$121K 0.07% 108
2017
Q1 		$247K Sell
3,165
-510
-14% -$39.6K 0.06% 133
2016
Q4 		$252K Buy
+3,675
New +$226K 0.06% 136

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 $5.72T 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 $1.56T 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