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Carmichael Hill & Associates’s Evercore EVR Stock Holding History

Carmichael Hill & 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
2024
Q3 		$12.4K Hold
49
– – ﹤0.01% 563
2024
Q2 		$10.2K Hold
49
– – ﹤0.01% 564
2024
Q1 		$9.44K Hold
49
– – ﹤0.01% 570
2023
Q4 		$8.38K Hold
49
– – ﹤0.01% 597
2023
Q3 		$6.76K Hold
49
– – ﹤0.01% 613
2023
Q2 		$6.06K Hold
49
– – ﹤0.01% 621
2023
Q1 		$5.65K Hold
49
– – ﹤0.01% 626
2022
Q4 		$5.34K Hold
49
– – ﹤0.01% 617
2022
Q3 		$4K Hold
49
– – ﹤0.01% 691
2022
Q2 		$5K Hold
49
– – ﹤0.01% 651
2022
Q1 		$5K Hold
49
– – ﹤0.01% 683
2021
Q4 		$7K Hold
49
– – ﹤0.01% 662
2021
Q3 		$7K Buy
49
+14
+40% +$1.9K ﹤0.01% 648
2021
Q2 		$5K Buy
35
+16
+84% +$2.24K ﹤0.01% 671
2021
Q1 		$3K Hold
19
– – ﹤0.01% 693
2020
Q4 		$2K Hold
19
– – ﹤0.01% 687
2020
Q3 		$1K Hold
19
– – ﹤0.01% 681
2020
Q2 		$1K Hold
19
– – ﹤0.01% 656
2020
Q1 		$1K Hold
19
– – ﹤0.01% 643
2019
Q4 		$1K Buy
+19
New +$1.45K ﹤0.01% 662

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

Carmichael Hill & Associates's EVR Position: Q3 2024 in Review

Carmichael Hill & Associates held its Evercore (EVR) position steady in Q3 2024 at 49 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Carmichael Hill & Associates first reported a position in EVR in Q4 2019 and has held it in 20 quarters since. 512 funds tracked by Wall St. Rank hold EVR as of Q3 2024.

  • Carmichael Hill & Associates held 49 shares of Evercore worth $12.4K as of Q3 2024.
  • Carmichael Hill & Associates left its Evercore share count unchanged in Q3 2024.
  • Evercore made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #563 holding.
  • Carmichael Hill & Associates first reported a position in Evercore in Q4 2019 and has held it in 20 quarters since.
  • 512 funds tracked by Wall St. Rank held Evercore as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.