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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
– – – 1009
2023
Q4 		– Hold
0
– – – 1152
2021
Q3 		– Hold
0
– – – 275
2021
Q2 		– Hold
0
– – – 257
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 $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Financial Gravity Asset Management's EVR Position: Q1 2024 in Review

Financial Gravity Asset Management held its Evercore (EVR) position steady in Q1 2024 at 0 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #1009.

Financial Gravity Asset Management first reported a position in EVR in Q1 2018 and has held it in 3 quarters since. The position peaked at $1K in Q3 2018. 475 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

  • Financial Gravity Asset Management held 0 shares of Evercore worth $68 as of Q1 2024.
  • Financial Gravity Asset Management left its Evercore share count unchanged in Q1 2024.
  • Evercore made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2024, its #1009 holding.
  • Financial Gravity Asset Management first reported a position in Evercore in Q1 2018 and has held it in 3 quarters since.
  • Financial Gravity Asset Management's Evercore position peaked at $1K in Q3 2018.
  • 475 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Financial Gravity Asset Management's 13F filing for Q1 2024, filed 13 May 2024.