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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

C.M. Bidwell & Associates's EVR Position: Q3 2023 in Review

C.M. Bidwell & Associates sold out of Evercore (EVR) in Q3 2023, closing a stake of 18 shares — an estimated $2.23K sold.

C.M. Bidwell & Associates first reported a position in EVR in Q4 2016 and held it in 11 quarters. The position peaked at $341K in Q2 2017. 397 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

C.M. Bidwell & Associates reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 18 Evercore shares in Q3 2023, an estimated $2.23K.
C.M. Bidwell & Associates first reported a position in Evercore in Q4 2016 and held it in 11 quarters.
C.M. Bidwell & Associates's Evercore position peaked at $341K in Q2 2017.
397 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.