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Gallacher Capital Management’s Evercore EVR Stock Holding History

Gallacher Capital 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
2023
Q1 		– Sell
-4,103
Closed -$448K – 248
2022
Q4 		$448K Buy
+4,103
New +$428K 0.27% 78

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gallacher Capital Management's EVR Position: Q1 2023 in Review

Gallacher Capital Management sold out of Evercore (EVR) in Q1 2023, closing a stake of 4,103 shares — an estimated $448K sold.

Gallacher Capital Management first reported a position in EVR in Q4 2022 and held it in 1 quarter. The position peaked at $448K in Q4 2022. 419 funds tracked by Wall St. Rank hold EVR as of Q1 2023.

  • Gallacher Capital Management reported no remaining Evercore position as of Q1 2023 after selling out during the quarter.
  • Gallacher Capital Management sold 4,103 Evercore shares in Q1 2023, an estimated $448K.
  • Gallacher Capital Management first reported a position in Evercore in Q4 2022 and held it in 1 quarter.
  • Gallacher Capital Management's Evercore position peaked at $448K in Q4 2022.
  • 419 funds tracked by Wall St. Rank held Evercore as of Q1 2023.

Based on Gallacher Capital Management's 13F filing for Q1 2023, filed 12 May 2023.