CFM
EVR icon

Catalyst Funds Management’s Evercore EVR Stock Holding History

Catalyst Funds 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
Q2 		– Sell
-200
Closed -$38.5K – 1292
2024
Q1 		$38.5K Buy
+200
New +$36.2K 0.01% 625

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

Catalyst Funds Management's EVR Position: Q2 2024 in Review

Catalyst Funds Management sold out of Evercore (EVR) in Q2 2024, closing a stake of 200 shares — an estimated $38.5K sold.

Catalyst Funds Management first reported a position in EVR in Q1 2024 and held it in 1 quarter. The position peaked at $38.5K in Q1 2024. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Catalyst Funds Management reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Catalyst Funds Management sold 200 Evercore shares in Q2 2024, an estimated $38.5K.
  • Catalyst Funds Management first reported a position in Evercore in Q1 2024 and held it in 1 quarter.
  • Catalyst Funds Management's Evercore position peaked at $38.5K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Catalyst Funds Management's 13F filing for Q2 2024, filed 18 Dec 2024.