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Disciplined Investments’s Evercore EVR Stock Holding History

Disciplined 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
Q3 		– Sell
-8
Closed -$989 – 567
2023
Q2 		$989 Sell
8
-1
-11% -$115 ﹤0.01% 966
2023
Q1 		$1.04K Hold
9
– – ﹤0.01% 935
2022
Q4 		$982 Hold
9
– – ﹤0.01% 912
2022
Q3 		$1K Buy
9
+4
+80% +$378 ﹤0.01% 881
2022
Q2 		$0 Sell
5
-1
-17% -$107 ﹤0.01% 1365
2022
Q1 		$1K Buy
+6
New +$738 ﹤0.01% 957

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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Disciplined Investments's EVR Position: Q3 2023 in Review

Disciplined Investments sold out of Evercore (EVR) in Q3 2023, closing a stake of 8 shares — an estimated $989 sold.

Disciplined Investments first reported a position in EVR in Q1 2022 and held it in 6 quarters. The position peaked at $1.04K in Q1 2023. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Disciplined Investments reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 8 Evercore shares in Q3 2023, an estimated $989.
  • Disciplined Investments first reported a position in Evercore in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Evercore position peaked at $1.04K in Q1 2023.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.