FCA
EVR icon

FinTrust Capital Advisors’s Evercore EVR Stock Holding History

FinTrust Capital 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
2023
Q3 		– Sell
-285
Closed -$31.1K – 1264
2023
Q2 		$31.1K Hold
285
– – 0.01% 544
2023
Q1 		$31.1K Hold
285
– – 0.01% 543
2022
Q4 		$31.1K Hold
285
– – 0.01% 542
2022
Q3 		$26K Buy
285
+16
+6% +$1.51K 0.01% 662
2022
Q2 		$26K Buy
269
+45
+20% +$4.79K 0.01% 664
2022
Q1 		$25K Hold
224
– – 0.01% 709
2021
Q4 		$30K Hold
224
– – 0.01% 637
2021
Q3 		$30K Hold
224
– – 0.01% 642
2021
Q2 		$32K Hold
224
– – 0.01% 642
2021
Q1 		$30K Sell
224
-76
-25% -$9.28K 0.01% 618
2020
Q4 		$33K Sell
300
-93
-24% -$8.28K 0.01% 560
2020
Q3 		$26 Sell
393
-508
-56% -$30.8K 0.01% 599
2020
Q2 		$53K Buy
901
+152
+20% +$8.27K 0.02% 472
2020
Q1 		$34K Buy
749
+579
+341% +$38.8K 0.02% 512
2019
Q4 		$13K Sell
170
-441
-72% -$33.6K 0.01% 699
2019
Q3 		$49K Buy
611
+45
+8% +$3.73K 0.02% 455
2019
Q2 		$50K Sell
566
-759
-57% -$67.6K 0.02% 415
2019
Q1 		$120K Buy
1,325
+1,207
+1,023% +$106K 0.05% 251
2018
Q4 		$8K Buy
+118
New +$9.69K ﹤0.01% 826

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's EVR Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Evercore (EVR) in Q3 2023, closing a stake of 285 shares — an estimated $31.1K sold.

FinTrust Capital Advisors first reported a position in EVR in Q4 2018 and held it in 19 quarters. The position peaked at $120K in Q1 2019. 396 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • FinTrust Capital Advisors reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • FinTrust Capital Advisors sold 285 Evercore shares in Q3 2023, an estimated $31.1K.
  • FinTrust Capital Advisors first reported a position in Evercore in Q4 2018 and held it in 19 quarters.
  • FinTrust Capital Advisors's Evercore position peaked at $120K in Q1 2019.
  • 396 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.