ClariVest Asset Management’s Evercore EVR Stock Holding History

ClariVest Asset 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
2023 Q4	–	Sell	-8	Closed	-$1K	–	905
2023 Q3	$1K	Sell	8 -5,968	-100%	-$810K	﹤0.01%	619
2023 Q2	$738K	Sell	5,976 -400	-6%	-$46K	0.04%	305
2023 Q1	$735K	Buy	+6,376	New	+$792K	0.03%	322
2015 Q3	–	Sell	-18	Closed	-$1K	–	620
2015 Q2	$1K	Hold	18	–	–	﹤0.01%	567
2015 Q1	$1K	Hold	18	–	–	﹤0.01%	565
2014 Q4	$1K	Sell	18 -9	-33%	-$451	﹤0.01%	511
2014 Q3	$1K	Buy	+27	New	+$1.4K	﹤0.01%	536

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClariVest Asset Management's EVR Position: Q4 2023 in Review

ClariVest Asset Management sold out of Evercore (EVR) in Q4 2023, closing a stake of 8 shares — an estimated $1K sold.

ClariVest Asset Management first reported a position in EVR in Q3 2014 and held it in 7 quarters. The position peaked at $738K in Q2 2023. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

ClariVest Asset Management reported no remaining Evercore position as of Q4 2023 after selling out during the quarter.
ClariVest Asset Management sold 8 Evercore shares in Q4 2023, an estimated $1K.
ClariVest Asset Management first reported a position in Evercore in Q3 2014 and held it in 7 quarters.
ClariVest Asset Management's Evercore position peaked at $738K in Q2 2023.
436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on ClariVest Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.