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Genus Capital Management’s Evercore EVR Stock Holding History

Genus 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
2025
Q1 		– Sell
-3,585
Closed -$994K – 249
2024
Q4 		$994K Sell
3,585
-1,300
-27% -$368K 0.13% 130
2024
Q3 		$1.24M Buy
4,885
+3,925
+409% +$934K 0.16% 123
2024
Q2 		$200K Buy
+960
New +$187K 0.03% 185

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Genus Capital Management's EVR Position: Q4 2023 in Review

Genus Capital Management sold out of Evercore (EVR) in Q4 2023, closing a stake of 25,060 shares — an estimated $3.46M sold.

Genus Capital Management first reported a position in EVR in Q2 2023 and held it in 2 quarters. The position peaked at $3.46M in Q3 2023. 436 funds tracked by Wall St. Rank hold EVR as of Q4 2023.

  • Genus Capital Management reported no remaining Evercore position as of Q4 2023 after selling out during the quarter.
  • Genus Capital Management sold 25,060 Evercore shares in Q4 2023, an estimated $3.46M.
  • Genus Capital Management first reported a position in Evercore in Q2 2023 and held it in 2 quarters.
  • Genus Capital Management's Evercore position peaked at $3.46M in Q3 2023.
  • 436 funds tracked by Wall St. Rank held Evercore as of Q4 2023.

Based on Genus Capital Management's 13F filing for Q4 2023, filed 6 Feb 2024.