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Executive Wealth Management’s Evercore EVR Stock Holding History

Executive Wealth 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
2024
Q2 		– Sell
-33,113
Closed -$6.27M – 159
2024
Q1 		$6.27M Sell
33,113
-25,126
-43% -$4.55M 0.55% 66
2023
Q4 		$9.96M Sell
58,239
-2,051
-3% -$297K 0.94% 28
2023
Q3 		$8.31M Buy
60,290
+1,040
+2% +$141K 0.86% 35
2023
Q2 		$7.32M Buy
59,250
+11,730
+25% +$1.35M 0.76% 45
2023
Q1 		$5.48M Sell
47,520
-5,969
-11% -$742K 0.61% 58
2022
Q4 		$5.83M Buy
53,489
+49,421
+1,215% +$5.16M 0.72% 49
2022
Q3 		$4.07K Sell
4,068
-36,182
-90% -$3.42M 0.57% 57
2022
Q2 		$3.77M Sell
40,250
-7,850
-16% -$836K 0.51% 59
2022
Q1 		$5.35M Buy
48,100
+17,078
+55% +$2.1M 0.58% 56
2021
Q4 		$4.21M Buy
+31,022
New +$4.52M 0.42% 70

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

Executive Wealth Management's EVR Position: Q2 2024 in Review

Executive Wealth Management sold out of Evercore (EVR) in Q2 2024, closing a stake of 33,113 shares — an estimated $6.27M sold.

Executive Wealth Management first reported a position in EVR in Q4 2021 and held it in 10 quarters. The position peaked at $9.96M in Q4 2023. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Executive Wealth Management reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Executive Wealth Management sold 33,113 Evercore shares in Q2 2024, an estimated $6.27M.
  • Executive Wealth Management first reported a position in Evercore in Q4 2021 and held it in 10 quarters.
  • Executive Wealth Management's Evercore position peaked at $9.96M in Q4 2023.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Executive Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.