Fieldpoint Private Securities’s Evercore EVR Stock Holding History

Fieldpoint Private Securities’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	$42K	Sell	444 -74	-14%	-$7.88K	0.01%	512
2022 Q1	$58K	Buy	518 +121	+30%	+$14.9K	0.01%	550
2021 Q4	$54K	Buy	397 +13	+3%	+$1.9K	0.01%	586
2021 Q3	$51K	Hold	384	–	–	0.01%	573
2021 Q2	$52K	Sell	384 -148	-28%	-$20.7K	0.01%	563
2021 Q1	$70K	Buy	532 +146	+38%	+$17.8K	0.02%	478
2020 Q4	$42K	Buy	+386	New	+$34.4K	0.01%	506
2020 Q1	–	Sell	-2,611	Closed	-$195K	–	347
2019 Q4	$195K	Buy	2,611 +1,503	+136%	+$115K	0.06%	266
2019 Q3	$89K	Buy	1,108 +136	+14%	+$11.3K	0.03%	309
2019 Q2	$86K	Buy	+972	New	+$86.5K	0.03%	354
2017 Q4	–	Sell	-636	Closed	-$51K	–	442
2017 Q3	$51K	Buy	+636	New	+$47.8K	0.02%	383

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fieldpoint Private Securities's EVR Position: Q2 2022 in Review

Fieldpoint Private Securities reduced its Evercore (EVR) stake by 14% in Q2 2022, selling an estimated $7.88K and leaving 444 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #512.

Fieldpoint Private Securities first reported a position in EVR in Q3 2017 and has held it in 11 quarters since. The position peaked at $195K in Q4 2019. 381 funds tracked by Wall St. Rank hold EVR as of Q2 2022.

Fieldpoint Private Securities held 444 shares of Evercore worth $42K as of Q2 2022.
Fieldpoint Private Securities sold 74 Evercore shares in Q2 2022, an estimated $7.88K.
Evercore made up 0.01% of Fieldpoint Private Securities's portfolio in Q2 2022, its #512 holding.
Fieldpoint Private Securities first reported a position in Evercore in Q3 2017 and has held it in 11 quarters since.
Fieldpoint Private Securities's Evercore position peaked at $195K in Q4 2019.
381 funds tracked by Wall St. Rank held Evercore as of Q2 2022.

Based on Fieldpoint Private Securities's 13F filing for Q2 2022, filed 5 Aug 2022.