Global X Japan’s Evercore EVR Stock Holding History

Global X Japan’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 Q2	–	Sell	-89	Closed	-$17.1K	–	281
2024 Q1	$17.1K	Sell	89 -134	-60%	-$24.2K	﹤0.01%	206
2023 Q4	$38.1K	Buy	+223	New	+$32.3K	0.02%	134

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

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

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

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Global X Japan's EVR Position: Q2 2024 in Review

Global X Japan sold out of Evercore (EVR) in Q2 2024, closing a stake of 89 shares — an estimated $17.1K sold.

Global X Japan first reported a position in EVR in Q4 2023 and held it in 2 quarters. The position peaked at $38.1K in Q4 2023. 470 funds tracked by Wall St. Rank hold EVR as of Q2 2024.

Global X Japan reported no remaining Evercore position as of Q2 2024 after selling out during the quarter.
Global X Japan sold 89 Evercore shares in Q2 2024, an estimated $17.1K.
Global X Japan first reported a position in Evercore in Q4 2023 and held it in 2 quarters.
Global X Japan's Evercore position peaked at $38.1K in Q4 2023.
470 funds tracked by Wall St. Rank held Evercore as of Q2 2024.

Based on Global X Japan's 13F filing for Q2 2024, filed 7 Aug 2024.