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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 $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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return