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Center for Financial Planning’s Evercore EVR Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-22
Closed -$2K – 584
2022
Q3 		$2K Buy
+22
New +$2.08K ﹤0.01% 527

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's EVR Position: Q4 2022 in Review

Center for Financial Planning sold out of Evercore (EVR) in Q4 2022, closing a stake of 22 shares — an estimated $2K sold.

Center for Financial Planning first reported a position in EVR in Q3 2022 and held it in 1 quarter. The position peaked at $2K in Q3 2022. 394 funds tracked by Wall St. Rank hold EVR as of Q4 2022.

  • Center for Financial Planning reported no remaining Evercore position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 22 Evercore shares in Q4 2022, an estimated $2K.
  • Center for Financial Planning first reported a position in Evercore in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's Evercore position peaked at $2K in Q3 2022.
  • 394 funds tracked by Wall St. Rank held Evercore as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.