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FourThought Financial’s Evercore EVR Stock Holding History

FourThought Financial’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
Q3 		$53K Sell
640
-20
-3% -$1.89K 0.01% 588
2022
Q2 		$62K Buy
660
+72
+12% +$7.67K 0.01% 549
2022
Q1 		$65K Buy
588
+61
+12% +$7.5K 0.01% 587
2021
Q4 		$72K Sell
527
-61
-10% -$8.89K 0.01% 563
2021
Q3 		$78K Buy
588
+18
+3% +$2.45K 0.01% 552
2021
Q2 		$80K Sell
570
-11
-2% -$1.54K 0.01% 560
2021
Q1 		$76K Sell
581
-50
-8% -$6.11K 0.01% 568
2020
Q4 		$69K Buy
+631
New +$56.2K 0.01% 580

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

FourThought Financial's EVR Position: Q3 2022 in Review

FourThought Financial reduced its Evercore (EVR) stake by 3% in Q3 2022, selling an estimated $1.89K and leaving 640 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #588.

FourThought Financial first reported a position in EVR in Q4 2020 and has held it in 8 quarters since. The position peaked at $80K in Q2 2021. 369 funds tracked by Wall St. Rank hold EVR as of Q3 2022.

  • FourThought Financial held 640 shares of Evercore worth $53K as of Q3 2022.
  • FourThought Financial sold 20 Evercore shares in Q3 2022, an estimated $1.89K.
  • Evercore made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #588 holding.
  • FourThought Financial first reported a position in Evercore in Q4 2020 and has held it in 8 quarters since.
  • FourThought Financial's Evercore position peaked at $80K in Q2 2021.
  • 369 funds tracked by Wall St. Rank held Evercore as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.