Donoghue Forlines’s Evercore EVR Stock Holding History

Donoghue Forlines’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	-3,549	Closed	-$439K	–	240
2023 Q2	$439K	Buy	+3,549	New	+$408K	0.14%	149
2023 Q1	–	Sell	-8,571	Closed	-$935K	–	233
2022 Q4	$935K	Buy	8,571 +3,581	+72%	+$374K	0.33%	101
2022 Q3	$410K	Buy	4,990 +406	+9%	+$38.4K	0.15%	136
2022 Q2	$429K	Sell	4,584 -3,883	-46%	-$414K	0.11%	247
2022 Q1	$943K	Sell	8,467 -12,234	-59%	-$1.51M	0.2%	146
2021 Q4	$2.81M	Sell	20,701 -934	-4%	-$136K	0.48%	36
2021 Q3	$2.89M	Buy	21,635 +9,243	+75%	+$1.26M	0.56%	30
2021 Q2	$1.74M	Sell	12,392 -11,418	-48%	-$1.6M	0.33%	76
2021 Q1	$3.14M	Buy	23,810 +8,740	+58%	+$1.07M	0.61%	32
2020 Q4	$1.65M	Buy	+15,070	New	+$1.34M	0.32%	51

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Donoghue Forlines's EVR Position: Q3 2023 in Review

Donoghue Forlines sold out of Evercore (EVR) in Q3 2023, closing a stake of 3,549 shares — an estimated $439K sold.

Donoghue Forlines first reported a position in EVR in Q4 2020 and held it in 10 quarters. The position peaked at $3.14M in Q1 2021. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

Donoghue Forlines reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
Donoghue Forlines sold 3,549 Evercore shares in Q3 2023, an estimated $439K.
Donoghue Forlines first reported a position in Evercore in Q4 2020 and held it in 10 quarters.
Donoghue Forlines's Evercore position peaked at $3.14M in Q1 2021.
396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Donoghue Forlines's 13F filing for Q3 2023, filed 6 Nov 2023.