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DFPG Investments’s Evercore EVR Stock Holding History

DFPG Investments’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 		$444K Sell
2,713
-62
-2% -$8.98K 0.03% 436
2023
Q3 		$380K Sell
2,775
-442
-14% -$60K 0.04% 415
2023
Q2 		$448K Buy
3,217
+415
+15% +$47.7K 0.04% 402
2023
Q1 		$323K Buy
2,802
+385
+16% +$47.9K 0.03% 419
2022
Q4 		$306K Buy
+2,417
New +$252K 0.05% 349

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DFPG Investments's EVR Position: Q4 2023 in Review

DFPG Investments reduced its Evercore (EVR) stake by 2.2% in Q4 2023, selling an estimated $8.98K and leaving 2,713 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #436.

DFPG Investments first reported a position in EVR in Q4 2022 and has held it in 5 quarters since. The position peaked at $448K in Q2 2023. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

  • DFPG Investments held 2,713 shares of Evercore worth $444K as of Q4 2023.
  • DFPG Investments sold 62 Evercore shares in Q4 2023, an estimated $8.98K.
  • Evercore made up 0.03% of DFPG Investments's portfolio in Q4 2023, its #436 holding.
  • DFPG Investments first reported a position in Evercore in Q4 2022 and has held it in 5 quarters since.
  • DFPG Investments's Evercore position peaked at $448K in Q2 2023.
  • 436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.