DZ Bank’s Evercore EVR Stock Holding History

DZ Bank’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	-346	Closed	-$66.6K	–	1050
2024 Q1	$66.6K	Sell	346 -652	-65%	-$118K	﹤0.01%	964
2023 Q4	$171K	Hold	998	–	–	﹤0.01%	847
2023 Q3	$138K	Sell	998 -2,066	-67%	-$280K	﹤0.01%	861
2023 Q2	$379K	Buy	+3,064	New	+$352K	﹤0.01%	780
2022 Q4	–	Sell	-11,413	Closed	-$939K	–	1047
2022 Q3	$939K	Buy	+11,413	New	+$1.08M	﹤0.01%	696
2019 Q1	–	Sell	-1,362	Closed	-$96K	–	763
2018 Q4	$96K	Hold	1,362	–	–	﹤0.01%	703
2018 Q3	$136K	Hold	1,362	–	–	﹤0.01%	707
2018 Q2	$143K	Hold	1,362	–	–	﹤0.01%	764
2018 Q1	$118K	Hold	1,362	–	–	﹤0.01%	985
2017 Q4	$122K	Buy	+1,362	New	+$114K	﹤0.01%	751
2017 Q3	–	Sell	-1,064	Closed	-$75K	–	882
2017 Q2	$75K	Sell	1,064 -7,236	-87%	-$526K	﹤0.01%	814
2017 Q1	$647K	Hold	8,300	–	–	﹤0.01%	609
2016 Q4	$570K	Buy	+8,300	New	+$510K	﹤0.01%	611

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

DZ Bank's EVR Position: Q2 2024 in Review

DZ Bank sold out of Evercore (EVR) in Q2 2024, closing a stake of 346 shares — an estimated $66.6K sold.

DZ Bank first reported a position in EVR in Q4 2016 and held it in 13 quarters. The position peaked at $939K in Q3 2022. 471 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

DZ Bank reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
DZ Bank sold 346 Evercore shares in Q2 2024, an estimated $66.6K.
DZ Bank first reported a position in Evercore in Q4 2016 and held it in 13 quarters.
DZ Bank's Evercore position peaked at $939K in Q3 2022.
471 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on DZ Bank's 13F filing for Q2 2024, filed 14 Aug 2024.