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Cannell & Spears’s Evercore EVR Stock Holding History

Cannell & Spears’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
2024
Q2 		– Sell
-2,114
Closed -$407K – 382
2024
Q1 		$407K Hold
2,114
– – 0.01% 296
2023
Q4 		$362K Hold
2,114
– – 0.03% 158
2023
Q3 		$291K Sell
2,114
-1,780
-46% -$242K 0.03% 172
2023
Q2 		$481K Sell
3,894
-420
-10% -$48.3K 0.04% 145
2023
Q1 		$498K Sell
4,314
-20
-0.5% -$2.49K 0.04% 139
2022
Q4 		$473K Buy
+4,334
New +$452K 0.05% 138
2022
Q3 		– Sell
-2,337
Closed -$219K – 200
2022
Q2 		$219K Sell
2,337
-5
-0.2% -$533 0.02% 192
2022
Q1 		$261K Buy
+2,342
New +$288K 0.02% 193
2021
Q2 		– Sell
-1,542
Closed -$203K – 246
2021
Q1 		$203K Sell
1,542
-359
-19% -$43.8K 0.02% 219
2020
Q4 		$208K Sell
1,901
-1,215
-39% -$108K 0.02% 220
2020
Q3 		$204K Buy
+3,116
New +$189K 0.02% 217

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cannell & Spears's EVR Position: Q2 2024 in Review

Cannell & Spears sold out of Evercore (EVR) in Q2 2024, closing a stake of 2,114 shares — an estimated $407K sold.

Cannell & Spears first reported a position in EVR in Q3 2020 and held it in 11 quarters. The position peaked at $498K in Q1 2023. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Cannell & Spears reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Cannell & Spears sold 2,114 Evercore shares in Q2 2024, an estimated $407K.
  • Cannell & Spears first reported a position in Evercore in Q3 2020 and held it in 11 quarters.
  • Cannell & Spears's Evercore position peaked at $498K in Q1 2023.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Cannell & Spears's 13F filing for Q2 2024, filed 12 Aug 2024.