Glassman Wealth Services’s Evercore EVR Stock Holding History

Glassman Wealth Services’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	–	Sell	-26	Closed	-$4.45K	–	734
2023 Q4	$4.45K	Sell	26 -2	-7%	-$290	﹤0.01%	1114
2023 Q3	$3.86K	Hold	28	–	–	﹤0.01%	1148
2023 Q2	$3.46K	Hold	28	–	–	﹤0.01%	1095
2023 Q1	$3.23K	Hold	28	–	–	﹤0.01%	1120
2022 Q4	$3.05K	Sell	28 -7	-20%	-$731	﹤0.01%	1155
2022 Q3	$3K	Buy	35 +27	+338%	+$2.55K	﹤0.01%	1125
2022 Q2	$1K	Sell	8 -3	-27%	-$320	﹤0.01%	1399
2022 Q1	$1K	Buy	11 +8	+267%	+$984	﹤0.01%	1384
2021 Q4	$0	Hold	3	–	–	﹤0.01%	1707
2021 Q3	$0	Hold	3	–	–	﹤0.01%	1655
2021 Q2	$0	Hold	3	–	–	﹤0.01%	1506
2021 Q1	$0	Hold	3	–	–	﹤0.01%	1459
2020 Q4	$0	Hold	3	–	–	﹤0.01%	1397
2020 Q3	$0	Hold	3	–	–	﹤0.01%	1371
2020 Q2	$0	Buy	+3	New	+$163	﹤0.01%	1311

Other funds holding EVR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Glassman Wealth Services's EVR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Evercore (EVR) in Q1 2024, closing a stake of 26 shares — an estimated $4.45K sold.

Glassman Wealth Services first reported a position in EVR in Q2 2020 and held it in 15 quarters. The position peaked at $4.45K in Q4 2023. 474 funds tracked by Wall St. Rank hold EVR as of Q1 2024.

Glassman Wealth Services reported no remaining Evercore position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 26 Evercore shares in Q1 2024, an estimated $4.45K.
Glassman Wealth Services first reported a position in Evercore in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's Evercore position peaked at $4.45K in Q4 2023.
474 funds tracked by Wall St. Rank held Evercore as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.