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FDx Advisors’s Evercore EVR Stock Holding History

FDx Advisors’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
2021
Q3 		– Sell
-1,741
Closed -$245K – 819
2021
Q2 		$245K Buy
1,741
+43
+3% +$6.01K 0.01% 717
2021
Q1 		$224K Buy
+1,698
New +$207K 0.01% 710
2019
Q4 		– Sell
-2,674
Closed -$214K – 625
2019
Q3 		$214K Sell
2,674
-92
-3% -$7.62K 0.01% 584
2019
Q2 		$245K Buy
2,766
+29
+1% +$2.58K 0.01% 700
2019
Q1 		$249K Buy
+2,737
New +$240K 0.01% 662
2018
Q4 		– Sell
-2,927
Closed -$294K – 615
2018
Q3 		$294K Buy
+2,927
New +$315K 0.01% 699
2018
Q2 		– Sell
-5,912
Closed -$516K – 922
2018
Q1 		$516K Sell
5,912
-2,465
-29% -$232K 0.02% 739
2017
Q4 		$754K Sell
8,377
-46
-0.5% -$3.84K 0.02% 639
2017
Q3 		$676K Sell
8,423
-379
-4% -$28.5K 0.02% 668
2017
Q2 		$621K Sell
8,802
-470
-5% -$34.2K 0.02% 695
2017
Q1 		$722K Sell
9,272
-890
-9% -$69.1K 0.02% 637
2016
Q4 		$698K Buy
10,162
+48
+0.5% +$2.95K 0.02% 643
2016
Q3 		$521K Sell
10,114
-2,973
-23% -$149K 0.02% 605
2016
Q2 		$578K Sell
13,087
-2,697
-17% -$134K 0.03% 549
2016
Q1 		$817K Buy
15,784
+2,324
+17% +$111K 0.04% 432
2015
Q4 		$728K Buy
13,460
+2,877
+27% +$155K 0.03% 447
2015
Q3 		$532K Sell
10,583
-703
-6% -$38.5K 0.05% 425
2015
Q2 		$609K Buy
11,286
+2,086
+23% +$106K 0.03% 506
2015
Q1 		$476K Buy
9,200
+1,295
+16% +$65.8K 0.01% 970
2014
Q4 		$414K Sell
7,905
-1,908
-19% -$95.5K 0.03% 610
2014
Q3 		$461K Buy
9,813
+1,682
+21% +$87.1K 0.03% 618
2014
Q2 		$469K Buy
8,131
+259
+3% +$14.2K 0.03% 605
2014
Q1 		$435K Buy
7,872
+374
+5% +$21.4K 0.04% 479
2013
Q4 		$448K Buy
+7,498
New +$399K 0.04% 394

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

FDx Advisors's EVR Position: Q3 2021 in Review

FDx Advisors sold out of Evercore (EVR) in Q3 2021, closing a stake of 1,741 shares — an estimated $245K sold.

FDx Advisors first reported a position in EVR in Q4 2013 and held it in 24 quarters. The position peaked at $817K in Q1 2016. 424 funds tracked by Wall St. Rank hold EVR as of Q3 2021.

  • FDx Advisors reported no remaining Evercore position as of Q3 2021 after selling out during the quarter.
  • FDx Advisors sold 1,741 Evercore shares in Q3 2021, an estimated $245K.
  • FDx Advisors first reported a position in Evercore in Q4 2013 and held it in 24 quarters.
  • FDx Advisors's Evercore position peaked at $817K in Q1 2016.
  • 424 funds tracked by Wall St. Rank held Evercore as of Q3 2021.

Based on FDx Advisors's 13F filing for Q3 2021, filed 8 Oct 2021.