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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
–
1048
2022
Q3
$939K
Buy
+11,413
New
+$1.08M
﹤0.01%
691
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
–
885
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
$5.7T AUM
30.48%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
TD Asset Management
Toronto, Ontario, Canada
$123B AUM
34.51%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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