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Clark Capital Management Group’s Evercore EVR Stock Holding History

Clark Capital Management Group’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
-158,445
Closed -$30.5M – 395
2024
Q1 		$30.5M Sell
158,445
-83,741
-35% -$15.2M 0.23% 136
2023
Q4 		$41.4M Buy
242,186
+1,303
+0.5% +$189K 0.34% 90
2023
Q3 		$33.2M Sell
240,883
-81,533
-25% -$11.1M 0.33% 97
2023
Q2 		$39.8M Buy
322,416
+9,299
+3% +$1.07M 0.36% 78
2023
Q1 		$36.1M Buy
313,117
+9,789
+3% +$1.22M 0.4% 78
2022
Q4 		$33.1M Buy
303,328
+62,345
+26% +$6.51M 0.3% 98
2022
Q3 		$19.8M Buy
240,983
+8,067
+3% +$763K 0.26% 140
2022
Q2 		$21.8M Buy
232,916
+10,943
+5% +$1.17M 0.29% 114
2022
Q1 		$24.7M Sell
221,973
-19,369
-8% -$2.38M 0.28% 130
2021
Q4 		$32.8M Buy
241,342
+12,791
+6% +$1.87M 0.4% 92
2021
Q3 		$30.6M Buy
228,551
+4,562
+2% +$620K 0.42% 81
2021
Q2 		$31.5M Buy
223,989
+5,083
+2% +$711K 0.44% 78
2021
Q1 		$28.8M Sell
218,906
-95,496
-30% -$11.7M 0.44% 83
2020
Q4 		$34.5M Buy
314,402
+267,001
+563% +$23.8M 0.57% 49
2020
Q3 		$3.1M Buy
+47,401
New +$2.88M 0.06% 186
2019
Q4 		– Sell
-242,681
Closed -$19.4M – 324
2019
Q3 		$19.4M Buy
+242,681
New +$20.1M 0.44% 95
2019
Q2 		– Sell
-39,514
Closed -$3.6M – 300
2019
Q1 		$3.6M Buy
+39,514
New +$3.47M 0.09% 149
2017
Q3 		– Sell
-28,725
Closed -$2.03M – 300
2017
Q2 		$2.03M Buy
+28,725
New +$2.09M 0.08% 159

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

Clark Capital Management Group's EVR Position: Q2 2024 in Review

Clark Capital Management Group sold out of Evercore (EVR) in Q2 2024, closing a stake of 158,445 shares — an estimated $30.5M sold.

Clark Capital Management Group first reported a position in EVR in Q2 2017 and held it in 18 quarters. The position peaked at $41.4M in Q4 2023. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Clark Capital Management Group reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Clark Capital Management Group sold 158,445 Evercore shares in Q2 2024, an estimated $30.5M.
  • Clark Capital Management Group first reported a position in Evercore in Q2 2017 and held it in 18 quarters.
  • Clark Capital Management Group's Evercore position peaked at $41.4M in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Clark Capital Management Group's 13F filing for Q2 2024, filed 14 Aug 2024.