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F.L. Putnam Investment Management’s Evercore EVR Stock Holding History

F.L. Putnam Investment 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
Q2 		– Sell
-13,557
Closed -$1.51M – 409
2022
Q1 		$1.51M Buy
13,557
+539
+4% +$66.3K 0.05% 200
2021
Q4 		$1.77M Buy
13,018
+235
+2% +$34.3K 0.05% 184
2021
Q3 		$1.71M Buy
12,783
+1,384
+12% +$188K 0.06% 171
2021
Q2 		$1.6M Buy
11,399
+1,191
+12% +$166K 0.06% 176
2021
Q1 		$1.34M Buy
10,208
+574
+6% +$70.1K 0.06% 171
2020
Q4 		$1.06M Buy
9,634
+411
+4% +$36.6K 0.05% 163
2020
Q3 		$604K Buy
9,223
+258
+3% +$15.7K 0.03% 193
2020
Q2 		$528K Buy
+8,965
New +$488K 0.03% 201
2014
Q4 		– Sell
-115,895
Closed -$5.45M – 182
2014
Q3 		$5.45M Sell
115,895
-41,502
-26% -$2.15M 0.64% 59
2014
Q2 		$9.07M Sell
157,397
-4,575
-3% -$251K 1.05% 33
2014
Q1 		$8.95M Sell
161,972
-4,075
-2% -$233K 1.07% 32
2013
Q4 		$9.93M Sell
166,047
-22,738
-12% -$1.21M 1.2% 27
2013
Q3 		$9.29M Buy
188,785
+29,260
+18% +$1.35M 1.24% 25
2013
Q2 		$6.27M Buy
+159,525
New +$6.18M 0.9% 38

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

F.L. Putnam Investment Management's EVR Position: Q2 2022 in Review

F.L. Putnam Investment Management sold out of Evercore (EVR) in Q2 2022, closing a stake of 13,557 shares — an estimated $1.51M sold.

F.L. Putnam Investment Management first reported a position in EVR in Q2 2013 and held it in 14 quarters. The position peaked at $9.93M in Q4 2013. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

  • F.L. Putnam Investment Management reported no remaining Evercore position as of Q2 2022 after selling out during the quarter.
  • F.L. Putnam Investment Management sold 13,557 Evercore shares in Q2 2022, an estimated $1.51M.
  • F.L. Putnam Investment Management first reported a position in Evercore in Q2 2013 and held it in 14 quarters.
  • F.L. Putnam Investment Management's Evercore position peaked at $9.93M in Q4 2013.
  • 381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2022, filed 8 Aug 2022.