DSC
EVR icon

Duncker Streett & Co’s Evercore EVR Stock Holding History

Duncker Streett & Co’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
Q2 		– Sell
-82
Closed -$15.8K – 492
2024
Q1 		$15.8K Hold
82
– – ﹤0.01% 392
2023
Q4 		$14K Hold
82
– – ﹤0.01% 394
2023
Q3 		$11.3K Hold
82
– – ﹤0.01% 403
2023
Q2 		$10.1K Hold
82
– – ﹤0.01% 406
2023
Q1 		$9.46K Sell
82
-255
-76% -$31.7K ﹤0.01% 398
2022
Q4 		$36.8K Buy
+337
New +$35.2K 0.01% 324

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Duncker Streett & Co's EVR Position: Q2 2024 in Review

Duncker Streett & Co sold out of Evercore (EVR) in Q2 2024, closing a stake of 82 shares — an estimated $15.8K sold.

Duncker Streett & Co first reported a position in EVR in Q4 2022 and held it in 6 quarters. The position peaked at $36.8K in Q4 2022. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Duncker Streett & Co reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Duncker Streett & Co sold 82 Evercore shares in Q2 2024, an estimated $15.8K.
  • Duncker Streett & Co first reported a position in Evercore in Q4 2022 and held it in 6 quarters.
  • Duncker Streett & Co's Evercore position peaked at $36.8K in Q4 2022.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Duncker Streett & Co's 13F filing for Q2 2024, filed 31 Jul 2024.