FGAM
EVR icon

Financial Gravity Asset Management’s Evercore EVR Stock Holding History

Financial Gravity Asset 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
Q1 		– Hold
0
– – – 1652
2023
Q4 		– Hold
0
– – – 1342
2023
Q3 		– Sell
-124
Closed -$1.62K – 1415
2023
Q2 		$1.62K Buy
124
+9
+8% +$1.03K ﹤0.01% 689
2023
Q1 		$1 Buy
115
+6
+6% +$746 ﹤0.01% 1044
2022
Q4 		$186 Buy
+109
New +$11.4K ﹤0.01% 978
2022
Q1 		– Sell
-272
Closed -$28 – 938
2021
Q4 		$28 Buy
+272
New +$39.7K ﹤0.01% 783
2021
Q3 		– Hold
0
– – – 275
2021
Q2 		– Hold
0
– – – 257
2021
Q1 		– Hold
0
– – – 575
2018
Q3 		$1K Buy
14
+5
+56% +$539 ﹤0.01% 1120
2018
Q2 		$1K Sell
9
-2
-18% -$206 ﹤0.01% 1150
2018
Q1 		$1K Buy
+11
New +$1.04K ﹤0.01% 1121

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return