Colonial Trust Advisors’s Evercore EVR Stock Holding History

Colonial Trust Advisors’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	-4	Closed	-$770	–	852
2024 Q1	$770	Buy	+4	New	+$724	﹤0.01%	879

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Colonial Trust Advisors's EVR Position: Q2 2024 in Review

Colonial Trust Advisors sold out of Evercore (EVR) in Q2 2024, closing a stake of 4 shares — an estimated $770 sold.

Colonial Trust Advisors first reported a position in EVR in Q1 2024 and held it in 1 quarter. The position peaked at $770 in Q1 2024. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

Colonial Trust Advisors reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
Colonial Trust Advisors sold 4 Evercore shares in Q2 2024, an estimated $770.
Colonial Trust Advisors first reported a position in Evercore in Q1 2024 and held it in 1 quarter.
Colonial Trust Advisors's Evercore position peaked at $770 in Q1 2024.
470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Colonial Trust Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.