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Csenge Advisory Group’s Evercore EVR Stock Holding History

Csenge Advisory 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
Q1 		– Sell
-1,171
Closed -$200K – 716
2023
Q4 		$200K Buy
+1,171
New +$170K 0.01% 626
2023
Q3 		– Sell
-1,642
Closed -$203K – 652
2023
Q2 		$203K Buy
+1,642
New +$189K 0.01% 612
2022
Q1 		– Sell
-1,818
Closed -$258K – 642
2021
Q4 		$258K Buy
1,818
+29
+2% +$4.23K 0.02% 480
2021
Q3 		$247K Sell
1,789
-29
-2% -$3.94K 0.02% 507
2021
Q2 		$258K Buy
1,818
+70
+4% +$9.79K 0.02% 482
2021
Q1 		$230K Sell
1,748
-771
-31% -$94.1K 0.02% 449
2020
Q4 		$276K Buy
+2,519
New +$224K 0.03% 350
2018
Q4 		– Sell
-9
Closed – – 588
2018
Q3 		$0 Buy
+9
New +$970 ﹤0.01% 1199

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Csenge Advisory Group's EVR Position: Q1 2024 in Review

Csenge Advisory Group sold out of Evercore (EVR) in Q1 2024, closing a stake of 1,171 shares — an estimated $200K sold.

Csenge Advisory Group first reported a position in EVR in Q3 2018 and held it in 8 quarters. The position peaked at $276K in Q4 2020. 475 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

  • Csenge Advisory Group reported no remaining Evercore position as of Q1 2024 after selling out during the quarter.
  • Csenge Advisory Group sold 1,171 Evercore shares in Q1 2024, an estimated $200K.
  • Csenge Advisory Group first reported a position in Evercore in Q3 2018 and held it in 8 quarters.
  • Csenge Advisory Group's Evercore position peaked at $276K in Q4 2020.
  • 475 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Csenge Advisory Group's 13F filing for Q1 2024, filed 3 May 2024.