Eaton Vance Management’s Evercore EVR Stock Holding History

Eaton Vance Management’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
2022 Q3	$7.01M	Sell	85,200 -492	-0.6%	-$46.5K	0.01%	698
2022 Q2	$8.02M	Buy	85,692 +1,405	+2%	+$150K	0.01%	676
2022 Q1	$9.38M	Buy	84,287 +13,829	+20%	+$1.7M	0.01%	710
2021 Q4	$9.57M	Buy	70,458 +4	+0%	+$583	0.01%	627
2021 Q3	$9.38M	Hold	70,454	–	–	0.01%	580
2021 Q2	$9.92M	Buy	70,454 +34,495	+96%	+$4.82M	0.01%	599
2021 Q1	$4.74M	Hold	35,959	–	–	0.01%	754
2020 Q4	$3.94M	Hold	35,959	–	–	0.01%	773
2020 Q3	$2.35M	Hold	35,959	–	–	﹤0.01%	804
2020 Q2	$2.12M	Hold	35,959	–	–	﹤0.01%	795
2020 Q1	$1.66M	Buy	+35,959	New	+$2.41M	﹤0.01%	796

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Eaton Vance Management's EVR Position: Q3 2022 in Review

Eaton Vance Management reduced its Evercore (EVR) stake by 0.57% in Q3 2022, selling an estimated $46.5K and leaving 85,200 shares worth $7.01M. The position accounts for 0.01% of the portfolio, ranked #698.

Eaton Vance Management first reported a position in EVR in Q1 2020 and has held it in 11 quarters since. The position peaked at $9.92M in Q2 2021. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

Eaton Vance Management held 85,200 shares of Evercore worth $7.01M as of Q3 2022.
Eaton Vance Management sold 492 Evercore shares in Q3 2022, an estimated $46.5K.
Evercore made up 0.01% of Eaton Vance Management's portfolio in Q3 2022, its #698 holding.
Eaton Vance Management first reported a position in Evercore in Q1 2020 and has held it in 11 quarters since.
Eaton Vance Management's Evercore position peaked at $9.92M in Q2 2021.
369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on Eaton Vance Management's 13F filing for Q3 2022, filed 14 Nov 2022.