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Capula Management’s Evercore EVR Stock Holding History

Capula Management’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
Q3 		– Sell
-2,108
Closed -$439K – 536
2024
Q2 		$439K Sell
2,108
-881
-29% -$171K ﹤0.01% 259
2024
Q1 		$576K Buy
+2,989
New +$541K 0.01% 182
2023
Q3 		– Sell
-1,800
Closed -$222K – 556
2023
Q2 		$222K Sell
1,800
-429
-19% -$49.4K 0.01% 394
2023
Q1 		$257K Sell
2,229
-4,855
-69% -$603K ﹤0.01% 561
2022
Q4 		$773K Buy
+7,084
New +$739K 0.01% 517

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capula Management's EVR Position: Q3 2024 in Review

Capula Management sold out of Evercore (EVR) in Q3 2024, closing a stake of 2,108 shares — an estimated $439K sold.

Capula Management first reported a position in EVR in Q4 2022 and held it in 5 quarters. The position peaked at $773K in Q4 2022. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Capula Management reported no remaining Evercore position as of Q3 2024 after selling out during the quarter.
  • Capula Management sold 2,108 Evercore shares in Q3 2024, an estimated $439K.
  • Capula Management first reported a position in Evercore in Q4 2022 and held it in 5 quarters.
  • Capula Management's Evercore position peaked at $773K in Q4 2022.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Capula Management's 13F filing for Q3 2024, filed 13 Nov 2024.