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Globeflex Capital’s Evercore EVR Stock Holding History

Globeflex Capital’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
Q3 		– Sell
-6,342
Closed -$784K – 475
2023
Q2 		$784K Sell
6,342
-1,039
-14% -$120K 0.09% 207
2023
Q1 		$852K Hold
7,381
– – 0.1% 204
2022
Q4 		$805K Hold
7,381
– – 0.1% 203
2022
Q3 		$607K Buy
7,381
+296
+4% +$28K 0.1% 233
2022
Q2 		$663K Hold
7,085
– – 0.16% 181
2022
Q1 		$789K Hold
7,085
– – 0.16% 178
2021
Q4 		$962K Hold
7,085
– – 0.2% 166
2021
Q3 		$947K Hold
7,085
– – 0.21% 153
2021
Q2 		$997K Buy
7,085
+1,255
+22% +$175K 0.18% 193
2021
Q1 		$768K Buy
+5,830
New +$712K 0.14% 233
2020
Q2 		– Sell
-13,548
Closed -$624K – 535
2020
Q1 		$624K Sell
13,548
-886
-6% -$59.3K 0.19% 184
2019
Q4 		$1.08M Buy
14,434
+1,923
+15% +$147K 0.2% 168
2019
Q3 		$1M Hold
12,511
– – 0.22% 152
2019
Q2 		$1.11M Sell
12,511
-10
-0.1% -$890 0.23% 136
2019
Q1 		$1.14M Buy
12,521
+2,355
+23% +$207K 0.24% 134
2018
Q4 		$727K Sell
10,166
-11,528
-53% -$947K 0.17% 201
2018
Q3 		$2.18M Sell
21,694
-2,752
-11% -$297K 0.43% 49
2018
Q2 		$2.58M Sell
24,446
-2,425
-9% -$250K 0.53% 29
2018
Q1 		$2.34M Buy
26,871
+7,228
+37% +$681K 0.5% 39
2017
Q4 		$1.77M Sell
19,643
-461
-2% -$38.5K 0.49% 45
2017
Q3 		$1.61M Sell
20,104
-1,678
-8% -$126K 0.46% 47
2017
Q2 		$1.54M Sell
21,782
-902
-4% -$65.6K 0.38% 88
2017
Q1 		$1.77M Buy
+22,684
New +$1.76M 0.42% 54
2014
Q4 		– Sell
-14,371
Closed -$675K – 554
2014
Q3 		$675K Sell
14,371
-4,847
-25% -$251K 0.08% 276
2014
Q2 		$1.11M Hold
19,218
– – 0.12% 208
2014
Q1 		$1.06M Buy
+19,218
New +$1.1M 0.12% 214

Other funds holding EVR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Globeflex Capital's EVR Position: Q3 2023 in Review

Globeflex Capital sold out of Evercore (EVR) in Q3 2023, closing a stake of 6,342 shares — an estimated $784K sold.

Globeflex Capital first reported a position in EVR in Q1 2014 and held it in 26 quarters. The position peaked at $2.58M in Q2 2018. 397 funds tracked by Wall St. Rank hold EVR as of Q3 2023.

  • Globeflex Capital reported no remaining Evercore position as of Q3 2023 after selling out during the quarter.
  • Globeflex Capital sold 6,342 Evercore shares in Q3 2023, an estimated $784K.
  • Globeflex Capital first reported a position in Evercore in Q1 2014 and held it in 26 quarters.
  • Globeflex Capital's Evercore position peaked at $2.58M in Q2 2018.
  • 397 funds tracked by Wall St. Rank held Evercore as of Q3 2023.

Based on Globeflex Capital's 13F filing for Q3 2023, filed 13 Nov 2023.