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Fernwood Investment Management’s Evercore EVR Stock Holding History

Fernwood 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
2024
Q2 		– Sell
-77
Closed -$14.8K – 349
2024
Q1 		$14.8K Buy
+77
New +$13.9K ﹤0.01% 495

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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

Fernwood Investment Management's EVR Position: Q2 2024 in Review

Fernwood Investment Management sold out of Evercore (EVR) in Q2 2024, closing a stake of 77 shares — an estimated $14.8K sold.

Fernwood Investment Management first reported a position in EVR in Q1 2024 and held it in 1 quarter. The position peaked at $14.8K in Q1 2024. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

  • Fernwood Investment Management reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 77 Evercore shares in Q2 2024, an estimated $14.8K.
  • Fernwood Investment Management first reported a position in Evercore in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Evercore position peaked at $14.8K in Q1 2024.
  • 470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.